Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
Users who belong to a User Group with permissions for View Invoices and View Timesheets can access details of the Work In Progress (WIP) entries applied to an invoice directly within the Invoice Drawer in FYI. This enables them to review the specific Time and Disbursement entries that were included at the point the invoice was created.
Viewing the WIP Entries
To view the WIP entries applied to an invoice:
- Select the relevant Invoice from the Invoices list.
- In the Invoice Drawer, open the Details section.
- Select the Edit button. The Update Invoice drawer will open.
- Time and disbursement entries up to and including the WIP Date were included on the invoice.
- To identify individual WIP entries, under Selected Jobs, click the Job Name link.
Note: The option to view Selected Jobs is available for Progress and Final Invoice Types. For more information on managing invoices, refer to Opening and Editing Invoices. - The Add Time window will open, displaying the individual Time and Disbursement entries used to create the invoice.