How to Identify the Date a Job Was Invoiced Using the WIP Report

The WIP Report shows work in progress by job number for a selected date. The report does not display the invoice date. To find when a job was invoiced, you must compare the WIP Report with the Invoice Report.

This process allows you to identify when each job was invoiced and record the date against the WIP Report.

Run the Reconcile Report

1. Open Accounts.

2. Run the Reconcile Report for the required date.

3. Locate the WIP heading in the report.

4. Double-click WIP.

This opens the WIP Report, which provides a breakdown of WIP by Job No.

Use this report to identify the jobs that were still in WIP at the selected date.

Run the Invoice Report

1. Open Service Managers Toolkit.

2. Select Reports.

3. Open Invoice Report.

Enter the following date range:

Date From
Enter the day after the WIP Report date.

Date To
Enter the current date.

Run the report.

The report displays all invoices created within the selected period.

Find the Invoice Date for Each Job

Use the Job No from the WIP Report to locate the matching job in the Invoice Report.

1. Filter or search the Invoice Report using the Job No.

2. Locate the invoice linked to that job.

The invoice date displayed in the report is the date the job was invoiced.

Record the Invoice Date

Manually record the invoice date against the corresponding Job No in the WIP Report.

Repeat this process for each job listed in the WIP Report until all invoice dates have been identified.

Why This Matters

The WIP Report shows the value of jobs that had not yet been invoiced at the selected reporting date. Identifying when each job was invoiced helps reconcile WIP balances and track when work moved from WIP to revenue.