A statement per project
Create a statement on the client and the project. Draft it, send it, close it. The WIP app keeps a list per project and per client, so you can see what is still sitting there.
WIP
See the unbilled work.
Open a statement on the client and the project. Pull in the hours, the expenses, and the vendor bills still sitting there. Price them with a rate sheet. Export the PDF, or send it to QuickBooks as an invoice.
See the unbilled work
Hours, expenses, and vendor bills, on one statement, priced the way the firm bills.
Pull the work in
Connected Data shows unbilled time, expenses, and vendor bills on that project. Add the ones that belong on this bill. Anything already on a statement stays off the list.
Rate sheets do the pricing
Pick a rate sheet and the service items, rates, and time tracking rules apply. Overtime can split on its own. Category markups add a percent when the firm bills that way.
Edit the lines
Billable flag, service item, description, quantity, rate, category, attachments. Duplicate a line, bulk edit a set, or drop one that should not go out. Receipts and time signatures stay on the line.
See the book of WIP
Overview shows total WIP value, billing by category, and how old the unbilled work is. Open a project and see every statement on it. Open a client and see every statement on them.
Export, or send to QuickBooks
Download PDF, Excel, or CSV. Send the statement to QuickBooks as an invoice, by line, by category, or as one amount. Sync payment status back when QuickBooks has it.
Get Paid
Coming soonTake payment on the statement from the WIP app. The statement marks paid when the money lands. On the way.
How it works
Open a statement. Pull the work. Price it. Send it.
Open
Start a statement.
Pick the client and the project. The statement opens as a draft. Assign it, set terms, pick a rate sheet and a template.
- 01Create a statement on the client and the project.
- 02Set terms, the rate sheet, and the template.
- 03Assign it to whoever is billing this one.
Pull
Bring the unbilled work over.
Time entries, expenses, and vendor bills that are not on a statement yet. Filter by person, role, or date, then add them as lines.
- 01Open Connected Data on the statement.
- 02Add unbilled hours, expenses, and vendor bills.
- 03Anything already billed stays off the list.
Price
Let the rate sheet do the math.
Service items, rates, overtime rules, and category markups. Then edit any line that needs a different rate or description before it goes out.
- 01Apply the rate sheet and service items.
- 02Turn on category markups when the firm bills that way.
- 03Edit, duplicate, or drop lines before you send.
Send
Export it, or push the invoice.
Download PDF, Excel, or CSV. Or send the statement to QuickBooks as an invoice. Payment status can sync back.
- 01Download PDF, Excel, or CSV.
- 02Send to QuickBooks as one amount, by category, or by line.
- 03Sync payment status when QuickBooks has it.
The work lands here
The other apps capture the hours, the spend, and the project. The WIP app is where it becomes a bill.
Time
Pull unbilled time onto the statement in one click. Rate sheets and overtime rules price the hours. Time signatures stay on the line.
Expenses
Pull unbilled expenses onto the same statement as the hours. Receipts stay attached. Report status is visible so you know what is already approved.
Projects
Every statement sits on a project. Open the project in the Projects app and you can see budget next to WIP. Open it here and you can bill it.
Vendors
Unbilled vendor bills on the project can come onto the statement as lines, with the vendor invoice still attached.
CRM
Statements are tied to the client record in the CRM app. Open the client here and every statement on them is in one list.
Pricing
A seat is for people who bill, not everyone who logs hours.
Team
1-9 users
$12/ user / month
The full WIP app. Statements, Connected Data, rate sheets, markups, templates, export, and QuickBooks.
Studio
10-24 users
$10/ user / month
The full WIP app. Every seat at this rate once you are in the band.
Firm
25-49 users
$8/ user / month
The full WIP app. Same features, lower seat price as the firm grows.
Organization
50+ users
$6/ user / month
The full WIP app. Volume rate.
A seat is anyone licensed for the WIP app. People who open statements, set rate sheets, or look at project WIP. Time loggers and expense submitters do not need a WIP seat. All seats are billed monthly at the rate for your current size. The Time, Expenses, Projects, and Vendors apps are licensed separately.
Need more than one app? Estimate a monthly total.
Questions
How the WIP app is set up in Base Assist.
A statement is the billable picture of a project: hours, expenses, and vendor bills pulled onto one document, priced with a rate sheet. Export it, or send it to QuickBooks as an invoice.
No. Hours live in the Time app. Spend lives in the Expenses app. A WIP seat is for people who open statements, set rates, or look at what is still unbilled.
Yes. Pull unbilled time, expenses, and vendor bills from the same project onto one statement. Two lines, not two exports to merge.
Yes. Send a statement to QuickBooks as an invoice, as one amount, by category, or by line item. Payment status can sync back from QuickBooks.
Anyone licensed for the WIP app. Finance people who build statements, admins who own rate sheets and templates, and anyone who opens project or client WIP to see what is still unbilled.
Help with the WIP app
Statements, Connected Data, rate sheets, markups, templates, export, and QuickBooks.