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.
Melanie McPhillips
shared this idea
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Jarryd Sue
commented
Agree with this - pretty disappointing to make the switch to XPM and find that there is no WIP report by employee. This is VERY important. Reviewing by task is clunky.
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Elise Bygrave
commented
we need to be able to run a WIP report by Client group please. As our practice invoices via group not just individuals.
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Anna Paton
commented
I would like a column for Client Group to be added so you can easily sort by Client group to help with billing and also to know the state of all the jobs within a client group.
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Tania Stratton
commented
This would be a game changer for us.
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Team Puzzle
commented
We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.
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Peter Mitchell
commented
We would use this daily!
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Kelly Smith
commented
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.