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# How do you manage unbilled work in progress in a services firm?
- URL: https://blog.jestor.com/unbilled-work-in-progress-services-firm/
- Published: 2026-11-03T20:09:39.000Z
- Updated: 2026-11-03T20:09:39.000Z
- Author: Bruno Bannach

To **manage unbilled work in progress in a services firm**, calculate unbilled hours and expenses by engagement, compare them with billing milestones, show aging of unbilled work, alert partners when amounts grow, and invoice through the **ERP** on time.

In **Jestor**, time, engagements, and billing are connected, so work turns into cash faster.

## Why does unbilled work pile up?

Professionals record time, but invoices wait for partner review. Milestones are forgotten.

Cash flow suffers, and old unbilled work becomes hard to collect.

## What problems does WIP management solve?

- Invoices delayed
- Cash flow problems
- Old work hard to bill
- Milestones forgotten
- No visibility of unbilled amounts

## How do you manage WIP in Jestor?

1. **Calculate unbilled amounts** by engagement.
2. **Compare with milestones**.
3. **Show aging** of unbilled work.
4. **Alert partners** on large amounts.
5. **Invoice** through the ERP.

| Age        | Action             |
| ---------- | ------------------ |
| Recent     | Bill at next cycle |
| Older      | Partner review     |
| Much older | Escalate           |

## What mistakes should you avoid when you manage unbilled work in progress in a services firm?

- Waiting for engagement end to bill.
- Ignoring aging.
- Recording time late.
- Not linking milestones.

## Why use Jestor for WIP?

- **Time records**: by engagement.
- **Formulas**: unbilled amounts.
- **Aging views**: priorities clear.
- **ERP integration**: invoices in **Omie** or **Conta Azul**.

## What do you need before starting?

Agree on billing milestones in engagement letters and ask professionals to record time weekly.

Set a regular billing day, so partners review unbilled work on a predictable schedule. Engagements without milestones can follow a monthly billing rule.

## How do you get the team on board?

Partners receive a short list of engagements to bill, instead of searching through timesheets.

## How do clients benefit?

Clients receive regular invoices aligned with progress, which is easier to approve than large invoices at the end.

## How do you measure progress?

Track average days from work to invoice and unbilled amounts by age. Shorter cycles improve cash flow.

## What results can you expect?

Faster invoicing, healthier cash flow, and fewer write-offs on old work.

This is how you manage unbilled work in progress in a services firm and turn work into cash.

## Frequently Asked Questions

### Can unbilled amounts be calculated?

Yes. Formulas use time and rates.

### Can I try Jestor for free?

Yes. Create a free account at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can aging be shown?

Yes. Views group by age.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.