WIP Corrections and Deletions
The WIP Corrections and Deletions report provides an audit trail of corrected transactions. Managers can use this report to review corrections, deletions, and transfers.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, the comparable reports are WIP Correction and Deletion Log and WIP/AR Deletions. In Practice Advantage, there is no comparable report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Include Deleted Clients |
Yes/No |
Includes or excludes deleted client information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Correction Date |
Between |
First Day Of Current Month, Today |
Transaction Type |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Client Office |
Manager |
Amount |
Client Primary Service Type |
Posted Date |
Business Code |
Client Region |
Primary Partner |
Client |
Client Sub ID |
Rate |
Client – Principal |
Client Type |
Return Group |
Client Bill Manager |
Correction Date |
Service Code ID |
Client Business Unit |
Correction Staff |
Tax Type |
Client ID |
Correction Time |
Transaction Date |
Client ID.Sub ID |
Financial Reporting Client Group |
Transaction Staff |
Client Name |
Hours |
Transaction Type |
Financial Reporting Client Group |
Line of Business |
Type |
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client Name |
Line of Business |
Client |
Client Office |
Manager |
Client – Principal |
Client Primary Service Type |
Primary Partner |
Client Bill Manager |
Client Region |
Return Group |
Client Business Unit |
Client Sub ID |
Sort Name |
Client ID |
Client Type |
Tax Type |
Client ID.Sub ID |
Financial Reporting Client Group |
Transaction Type |
Sorting | ||
---|---|---|
Available Fields | ||
Accounting Period Date |
Correction Staff |
Transaction Date |
Correction Date |
Correction Time |
Type |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Correction Date |
The date of the correction, void, or transfer of the transaction. |
Correction Time |
The time the transaction was that was corrected, deleted, voided, or transferred. This will reflect the server time. |
Correction Staff |
The staff report name of the employee that corrected, deleted, voided, or transferred the transaction |
Transaction Date |
The date the transaction was made. |
Accounting Period Date |
The accounting period date of the transaction when it was posted. |
Trans Staff |
The report name of the staff that originally entered the transaction. |
Client |
The client information on the transaction that was corrected or voided. |
Service Code ID |
The Service Code ID of the transaction that was corrected or voided. |
Type |
The type of WIP transaction. |
Hours |
The hours associated with the transaction. |
Rate |
The rate associated with the transaction. |
Amount |
The amount of the transaction. |
WIP Corrections and Deletions Sample Report