• Overview
• Importing opening balances
• Entering WIP opening balances
• Entering WIP opening balances manually
• Entering receivable opening balances
• Entering receivable opening balances manually
• Importing WIP detail

Entering work in process opening balances manually

1. On the Setup menu, click Opening balances.
2. Do one of the following:
   • To enter opening balances for time entries, click the Time tab.
   • To enter opening balances for expense entries, click the Expenses tab.
3. In the Work Code column, click to select the applicable work code for the opening balance.
4. In the Date column, click to select the applicable date for the entry.
5. If applicable, in the Client No column, click to select the applicable client number for whom the time or expense was created.
6. If applicable, in the Staff column, click to select the applicable staff member who generated the time or expense. Only active staff members appear in the drop-down list.
7. In the Quantity column, enter the amount of time in hours.
8. In the Amount column, enter the total amount of work in process for the time or expense balance.

Related Topics

• Importing opening balances
• Using abbreviations versus full descriptions for work and billing codes