Who is this guide for?

Accounts Users and Accounts Supervisors

This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Fee Earner who posted the time (the Time FE).


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.

Private or LA – Leave on ALL for all matters, or select to show only Legal Aid or Private matters.

Less Than – Enter an amount in this box if you only want to see matters which have a total WIP value of less than a certain amount.

More Than – Enter an amount in this box if you only want to see matters which have a total WIP value of more than a certain amount.

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 by fee earner.

Work Type – The report will be listed in client number order, grouped by work type.


List of columns produced

Client No/Matter No

Client Name

Matter Description

Fee Earner Code

Fee Earner Status (solicitor, partner etc)

Work type code

Private or Legal Aid

WIP Credit Limit

Matter LMD (Last Movement Date)

Time in Minutes

Time Value