Work in progress

The Work in Progress overview can be found under Project/Reports/Work in Progress. The Work in Progress overview shows an overview of the balances of the projects that have a balance in progress ( Work in Progress column) on the to-date, or if the project has 0 DKK in work in progress but still has a balance in the Aconto column. Note! You can only see the work in progress overview if you have checked the Time box under Company/Maintenance/Turn features on/off. A search is performed immediately after the screen opens. Show cost value. If this option is selected in the Ribbon, all columns will change to show Work in Progress by cost value instead of sales value, which is the default. NOTE: If a new default layout is saved, the 'Show cost value' parameter will not be active.

Description of buttons on the ribbon

Name	Description
Search	Fill in the From date and To date fields and select the Search button to view an overview of work in progress for that period
Groups.	Using the [Groups] dropdown menu, the overview can be grouped by debtor, responsible, department etc.
Layout	Read more about it.
Postings	Entries on a project are displayed by double-clicking on one of the lines or by pressing the Entries button. Read more.
Project notes	If project notes have been entered on the project in the project file under the Attachments/Note button, these notes can be viewed by selecting this button on the ribbon. It is also possible to edit the notes and add new ones etc. It is also possible to double-click the small note icon in the notes column to view the notes on a project. On the default layout, the Notes column appears to the left of the Project column showing the project numbers.
Debtor account	Shows the debtor on the current project.
Include zero balance	Select whether projects without balances should be shown in the overview. Note! It is the work in progress balance by sales value that is filtered on.
Include drafts	Select whether to include time registration records. NOTE: Only timesheet lines where the start date (date of the first day of the weekly draft (Monday)) is greater than Approved date. This means that if you approve in the middle of a week, no lines will be included from that week. You should also be aware that Cost/Sales prices are only retrieved for the Start date. This means that if you have a price change during the week, it will not be used. Please note! Only billable registrations are included. If necessary, insert the Billable field on the time registration lines to see which lines are billable and which are not.
View tasks	If tasks are registered on the project items, you can invoice for one task at a time. If you want Work in Progress to be displayed with one line per task, select [Show tasks] You can invoice per task. Read more here.
Create an invoice on account.	Read more.
Create final invoice	Read more.
Create zero invoice	Read more.
All fields	Show all fields and their contents in the relevant table for the current record.

Description of fields

Below is a description of selected fields on the work in progress report. Note! By default, sales values are displayed in the different fields/columns. However, it is possible to display the cost values by selecting the corresponding fields with "(Cost value)" after each field name. See example under ...(Cost value) below.

Field name	Field Description
Start date	Shows the work in progress balances on the date before the from date
Honorarium	Shows the sum of project entries of the labor type in the selected period.
Expenses	Shows the sum of project entries of the types Material, Expenses, External work, Miscellaneous and Other in the selected period.
Revenue	Shows the expected revenue, i.e. the sum of the Fee + Expenses column. The Revenue (Cost value) field shows the total cost, i.e. the sum of Fee (Cost value) + Expenses (Cost value) .
Cash on delivery	Shows the sum of project records of type Aconto in the selected period
Invoiced	Shows the sum of project entries of type Revenue in the selected period
Total invoiced	Shows the sum of Aconto + Invoiced
Adjustment	Shows the sum of project entries of type Adjustment in the selected period
Work in progress	Shows the sum of Revenue + Total invoiced + Adjustments
... (Dietary value)	If you want an ongoing overview with cost values, these fields can either be retrieved using the "Show cost value" button on the menu ribbon or manually via Layout/Edit. The other fields show sales values.
Sales order	The field shows if there are open orders on the project (see red marking in the image at the top of this article). Open orders can be found by selecting the Create on-account invoice button or by searching for the project number in the Sales order list under Accounts receivable/Sales/Salesorders.