How do you manage unbilled work in progress in a services firm?

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?

Calculate unbilled amounts by engagement.
Compare with milestones.
Show aging of unbilled work.
Alert partners on large amounts.
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.

Can aging be shown?

Yes. Views group by age.

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