WIP/AR Scorecard

 

 

 

WIP / AR Scorecard 

Purpose

The purpose of the WIP / AR Scorecard is to show cash receipts, aged WIP, and aged AR by partner.

Navigation

To navigate to the WIP / AR Scorecard, select WIP/AR (1) from the list of pages on the left side of your screen. Once you are in the WIP/AR page, you can use the buttons along the bottom (2) to switch between WIP/AR-focused reports. WIP / AR is the first of these buttons.

Cards

Please note that the cards you see may vary slightly from what is on this demo report, as the cards can differ between firms. In this demo there are six cards (3) on the WIP / AR Scorecard. They show net billings, realization, effective rate, unbilled hours, unreleased hours, and the write up or down amount.

Filters

The filters can always be found on the left side of your screen (4). Filters will vary by firm, so yours may not match exactly what is shown in this demo.

Visuals

Cash Receipts (5): shows current year and prior year cash receipts, as well as current year net billings. The current year cash receipts column includes an arrow indicator to quickly show if receipts are up or down from the prior year.

 Modified WIP Aging (6): shows aged WIP by partner. Clicking the plus sign next to each partner will expand it to show that partner’s clients. The aging of the WIP follows to the right of the partner name.

 AR Aging (6): shows aged AR by partner. Clicking the plus sign next to each partner will expand it to show that partner’s clients. The aging of the AR follows to the right of the partner name.

 

Drill Throughs

Note: not all clients use every page, so some lines in the drill through charts may not apply to you.

Drill through from this report

 

Right-click on this field	On this visual	To get to this report
Partner Name	Cash Receipts	Cash Receipts
Partner Name	Modified WIP Aging	Cash Receipts
Client Group	Modified WIP Aging	Cash Receipts
Client Name	Modified WIP Aging	Cash Receipts
Client Name	Modified WIP Aging	Client Scorecard
Partner Name	AR Aging	Cash Receipts
Client Group	AR Aging	Cash Receipts
Client Name	AR Aging	Client Scorecard
Client Name	AR Aging	Cash Receipts

 

Drill through to this report

There are no drill throughs to this report

Added September 2025: WIP/AR Reconciliation with CCH Axcess

Users may find discrepancies between the WIP/AR Aging visuals in Compass and the WIP/AR Aging reports in CCH Axcess, depending on the report settings chosen in Axcess.

In Axcess, users have the option to include or exclude clients with transactions and AR balances of $0.00.

 

Saying No to this setting can cause the following issues:

1. AR Impact: If the total AR Balance is 0 but there are amounts in different buckets that offset (for example, 0-30 = $250 and 60-89 = -$250), the AR Amount is set to 0 for the Total and for all buckets in Axcess, but Compass will still show the $250 and -$250 in the buckets.
2. WIP Impact: When this setting is chosen, if there is WIP activity but no AR balance the client will still be hidden from WIP.

It is our recommendation this setting is set to Yes in Axcess if the goal is to reconcile Compass against Axcess.

Updated September 2025

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