EXCLUSIVE INSIGHTS

Generating WIP Records and Calculation Fields

Generating your WIP (work in progress) report often requires multiple spreadsheets and calculations. We have automated this process through our exclusive WIP Widget.

Our WIP widget will gather the financial data from records related to the Job and use key dates to calculate the values needed to produce an accurate WIP report.

This means it takes seconds to generate a WIP report for one or many jobs, and you can be confident the calculations are correct as they are extracted directly from the source records.

Features

  • Use a Date Range or Fixed End Date for WIP.
  • All historical WIP reports linked to the Job.
  • Calculate values related to invoices.
  • Calculate values related to purchases.
  • Calculate values related to timesheets.
  • Calculate values related to sales orders.
  • Calculate values related to quotes.
  • Calculate values related to forecasts.

INSIGHT VIDEO


If you spend hours or days calculating and preparing your end of month work in progress reports, collating figures from multiple departments or business records, then watch our exclusive WIP widget in Zoho CRM.

We make WIP reports instant and accurate.

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STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

Find out more

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.