Work in Progress and Reporting improvements announced

After announcing our increased investment in WorkflowMax at the last Xerocon, we’ve spent the year building a great team who have made the platform more stable for you.

We’ve also built new functionality that we hope you’re finding useful like the consolidated invoice export to Xero, removing work in progress items and updating the job status in bulk, plus mobile and integrations improvements.

Now we’re excited to announce the next lot of planned enhancements will be centred around the Work in Progress dashboard and reporting functionality.  With the WIP manager you can get an immediate and transparent view of the billable value of your work in progress all in one place. See and manage all your un-invoiced work and create invoices on the go - you'll never get underpaid again. We also know you want better, more in-depth reporting capability so that’s what we’re focusing on.

An all-new WIP dashboard will let you view your WIP at a selected date and see your aged WIP totals. We’re also building a standard aged WIP report that you can run at a selected date with a number of grouping options to give you the flexibility and deeper insights you need. Here’s more on each:

Work in Progress dashboard

This is what the new dashboard will look like. The great thing about it is that you can see the actual time and work in progress for a category by adding an as-at-date filter. We’re also adding a ‘My WIP’ filter so staff can see only the WIP that’s assigned to them. All designed to save you and your team time, and help you to see which jobs can be invoiced sooner. 

Aged Work in Progress report

Many people have asked us for the ability to report standard WIP on a specific as-at date, and then view it by percentage of aged WIP or aged categories – such as a specific month or a specific number of days. 

So we’ve created the aged WIP report for you that includes:

• as-at dates
• staff and client view
• grouping by:
• client group
• client
• partner
• manager
• staff
• job category
• job status 

We’ve also received feedback that you’d like the report builder to be easier to manage. So we’ll soon be kicking off a series of improvements that will save you time and make your overall reporting life easier.

Keep an eye out in-app for go live dates

We’re looking forward to bringing you these new reporting features soon. You’ll get in-app messages as soon as they’re live.