What's New - March 9th, 2026

Batch WIP Offsets

Overview

You can now create Batch WIP Offsets directly from the Job Cost & Billing Summary page.
This makes it quicker and easier to clear job costs against client pre‑billing amounts without having to process entries one at a time.

What is it?

A new Offset option is now available when performing a WIP Take Up from the Job Cost & Billing Summary page.

The system still defaults to Job Balance, but you can now choose Offset to automatically match job costs with available client invoice (pre‑billing) credits.

This follows the same offset logic used in standard WIP offsetting, where costs can be matched to advance billing amounts to show an accurate net WIP position.

Why it matters

Speeds up WIP reconciliation
Reduces manual work and errors
Keeps your WIP balances clean and accurate
Helps ensure costs are applied correctly to pre‑billing instead of leaving inflated WIP amounts

How it works

From the Job Cost & Billing Summary, select a job (or multiple jobs) and choose Take Up.
Switch from Job Balance to Offset.
The system looks for:
- Costs that still have a balance
- Client invoice (pre‑billing) entries with credit available
If a clear match exists, the system automatically creates the offset.
- Partial offsets are supported
- If multiple possible invoice matches exist and the system cannot determine which to use, no offset is created (to avoid misallocations)

This behavior matches the same matching rules used in standard WIP offset functionality.

When is it needed?

Use Batch WIP Offsets when:

A job has advance/pre‑billing
New supplier costs need to be cleared against that pre‑billing balance
You want to offset multiple jobs or entries at once
You are preparing month‑end and need WIP to reflect accurate net balances