Who is this guide for?

Accounts Users and Accounts Supervisors

This report shows the total WIP and disbursements posted in the current month only for each matter.


Filter options

Fee Earner – Tick this box if you want to show only one or a selection of fee earners. Once the box is ticked all fee earners marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all fee earners, do not tick the fee earner box and it will produce all fee earners.

Work Type – Tick this box if you want to show only one or a selection of work types. Once the box is ticked all work types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all work types, do not tick the work types box and it will produce all work types.

Branch – Choose from All Branches, or specify a branch to print the information for.


Grouping options

No Grouping – This will produce the report in client number order

Fee earner – This will produce the report in client number order, grouped into matter fee earner.


List of columns produced

Client No/Matter No

Matter Description

Client Name

Total Minutes

Total WIP Value

Total Disbs