WIP Report by role holder filtered by WIP value - Leveraging billing frequencies

QUESTION: When pulling an Aged WIP Report is there a way to filter the data for a Responsible Lawyer to not include those that have less $500 in WIP but also not include any clients that we only bill on an annual basis? Are we able to utilize an existing check box or filter that we could modify for this?

RESPONSE: The aged WIP report does not include the option to filter by value, however the WIP Trust and AR does.

Also, for matters set with a billing frequency - for example set to be billed annually - they will correctly show as "deferred" instead of to-bill on the E-WIP statement for the billing management tool calculation recipient. The WIP list (similar report to the Aged WIP and AR) will include these matters but if you print-list-view to excel the E-WIP statement content, you can exclude them.

Let us know if the firm is would be interested in the billing management tool license and we can ask that someone from our project development team contacts you.