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Practice Manager | Reports - Sort by Staff in WIP Ledger

Would be great if we could sort by staff in the WIP Ledger reports. We can select staff it in the fields but not criteria. Would be good to provide reports to managers for their staff only.

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Melanie McPhillips shared this idea  ·   ·  Report…  ·  Admin →
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  • Elise Bygrave commented  ·   ·  Report

    we need to be able to run a WIP report by Client group please. As our practice invoices via group not just individuals.

  • Kelly Smith commented  ·   ·  Report

    Aged WIP report per employee

    At the moment Aged WIP is based on Job and Client details, it would be beneficial at practice level to have the option to for aged WIP per employee, very much like Aged Receivable Detail/Summary, where the client is replaced with employee.

    Hopefully this would be a very easy build, given the structure already exists.