Release 28/01/26 – Bulk WIP Clearing for GL Codes

In this release, we are updating the Ops Finance – Management Dashboard to allow users to filter and clear WIPs for specific GL Codes.

This will be specifically useful for clients who are tracking specific codes.

How it works

1. Go to the Ops Finance – Management screen (Management -> Finance -> Ops Fin – Management Dashboard)
2. Select Filters
3. In the Criteria list, select the new option ‘WIP Account Number’ and enter the GL Account Code
   1. Note: only enter the Disb. Liability account here – accounts within the range 2300-2799
   2. 
4. Select ‘Add’
   1. When you run a search, the results will only include Jobs with a WIP for the account entered above
5. When clearing the WIP
   1. Selecting the ‘Post Profit’ or ‘Bulk Post’ button will give the following confirmation popup:
      1. 
      2. If users select ‘Yes’: users will only clear the WIP for the entered GL Account Code
      3. If users select ‘No, Post all Profit’: users will be able to clear all WIPs against the Job, as normal