Within the software there is a view of the fees from external integrated systems. All results are queried in realtime from live data.
Job view
This view is available in the job.
Each section is described as follows:
Section | Description |
---|---|
Unbilled WIP | Unbilled Posted time entries |
Bills | Billed time entries (posted and unposted) |
Written Off / On | Billed time written off |
Total WIP | The total of all posted time entries |
Approvals | The total entered as approval records |
Paid or invoiced |
The total fees excluding tax entered into Insol6 as invoiced or paid directly as fees. Indicates what has been taken up in the accounts of the entity compared to the Timekeeping system. You may pay fees directly either by coding to a fees account or you may invoice fees using accounts payable: fees. |
Approvals Remaining | The balance of approvals after payments |
Available Funds | The current balance of all bank accounts |
Drill downs
You may drill down on some sections to view more detailed summary information.
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