1. # Step 1: Log in to CaseQube

1. Log In: Access LawAccounting/CaseQube using your secured credentials.
2. After logging in, click the App Launcher (nine-dot icon in the top left corner).
3. In the search bar, type Work in Progress.
4. Select Work in Progress from the list of applications.

2. # Step 2: Open the Work in Progress Screen

1. The Work in Progress screen displays all unbilled time, expenses, and fees recorded across matters.
2. At the top of the screen, review the summary panel displaying:
   • Total WIP
   • Selected Time
   • Selected Expense
   • Selected Billable

These totals represent the current Work in Progress values across all displayed matters.

Step 3: Review Matters Listed in Work in Progress

1. The panel lists matters/projects that currently contain unbilled entries.
2. Each row displays the matter/project name and the associated Work in Progress values.
3. Locate the matter you would like to review.

Step 4: Review the Work in Progress Panel

1. Review the Work in Progress panel shown above and confirm the summary totals displayed for Total WIP, Selected Time, Selected Expense, and Selected Billable.
2. Click a matter/project in the list to open the related billing details.
3. Review the available Time, Expense, and Fee tabs.
4. Click Time to review the time entries associated with the matter.
5. Click Expense to review any expense entries.
6. Click Fee to review any fee entries.
7. Open an entry if updates or corrections are needed.
8. Modify the Timekeeper or other relevant fields if necessary.
9. Click Confirm Time Entry to save the updated entry.

Step 5: Filter the Work in Progress Records

1. Click Filter located in the top-right corner of the Work in Progress screen.
2. In the From field, select the starting date for the entries you want to review.
3. In the To field, select the ending date.
4. Choose the types of entries to include:
   • Get Times
   • Get Expenses
   • Get Fees
5. In the Project field, search for and select the desired matter/project if needed.
6. In the Timekeeper field, search for and select the appropriate timekeeper if needed.
7. Under Primary Grouping, select how the results should be grouped.
   (Example: Client)
8. Under Secondary Grouping, select the secondary grouping option.
   (Example: Project)
9. In the Client field, select the desired client.
10. In the Payee field, select the desired payee.
11. Click Search to apply the selected filters.
12. The Work in Progress panel will update to display the filtered results.
13. Click Refresh to ensure the latest data is displayed after applying filters.

Step 6: Refresh the Work in Progress Screen

1. Click Refresh to update the screen and display the most recent Work in Progress data.
2. Review the updated Work in Progress totals and matter list.