How do I produce a Work in Hand Report for the End of Financial Year?

Hello Chloe25, thanks for posting on the Community page,  you could run an accounts receivable report, that will highlight all the invoices that are 'pending' or unpaid for you. 

Hi, 

How will that show the Pending invoices if they can not be marked as pending? A pending Invoice for our business is a Job that has been ordered but yet to be fitted/completed, this is usually is a few weeks difference from order to invoice. 

Hi Chloe25, it's not possible to mark the invoice as pending, and it will only show overdue once due date has passed. Instead, you could create estimates and then convert these into invoices once the work has been completed. It's important to note that estimates are non-posting transactions, meaning they won’t affect your books until you convert to an invoice.

You can then run the Estimates & Progress Invoicing Summary by Customer report where any open estimates will show with a pending status, along with the balance. 

Hi,

I would then not be able to differentiate on the Estimates & Progress Invoicing report which of the Estimates are only an Estimate and which of those that are actual orders waiting to be invoiced. This way still doesn't seem like a viable solution for me   

 Hello Chloe25, we are sorry to hear that you don’t think this is a viable solution for you. That would be the only way around it.

Hi,

I would be interested to know what other people do in this situation, as I feel I can't be the only person who has this issue.