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Practice Management: Production is not equal to net WIP in the WIP details report

This is an imbalance issue, where Production is not equal to Net WIP.

To resolve this issue, we will require the following report: Full WIP Details Report for the affected Client or Full WIP Report for the affected Matter.

  1. Go to Central Console.

  2. Select the affected Client from the Filter dropdown list.

  3. Expand Matter band.

  4. Select the affected Matter (if aware of the Matter).

  5. From top ribbon, select Reports then WIP Details.

  6. Select the correct Entity.

  7. Click YES to all Pop-Up Wizards.

  8. Contact support and reference the title of this article.

Use the link and password sent by the Support specialist to upload the generated report

๐Ÿ“ŒNote: Serv-U data is automatically deleted after fourteen days.

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