Work in Progress & Open Rollup Invoice Views

Work in Progress & Open Rollup Invoice Views

Summary: Use Work in Progress to summarize active jobs, and Open Rollup Invoice to audit rated/waiting/rolled-up invoices.

Quick answer

WIP can be run by customer or server; Open Rollup Invoice shows rated but unassigned, assigned but not sent, and rolled-up invoices with customer filter.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Work in Progress**; choose **By Customer** or **By Server**, set parameters, and run.
    media/work-in-progress-and-open-rollup-invoice-01.png

    [Insert screenshot for Step 1]

  2. Open **Search by Open Rollup Invoice**; select radio options for **Rated but not assigned**, **Assigned but not sent to A/R**, or **Rolled up and sent to A/R**; optionally select a single customer.
    media/work-in-progress-and-open-rollup-invoice-02.png

    [Insert screenshot for Step 2]

  3. Review the list and drill into orders/invoices as needed.
    media/work-in-progress-and-open-rollup-invoice-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Reports display totals/items as expected; invoice states match their stage.

Troubleshooting

If expected invoices are missing, adjust the date range and confirm the rated/assigned state on the orders.

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