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WIP Risk Monitor

Sample data — Xero-based accounting practice · illustrative, not a real firm
Configurable demo risk rules
These thresholds are examples only, not universal accounting rules. Change any value to see the whole view recalculate.
Fixed demo rule (not a threshold): a job marked Completed with unbilled WIP is always flagged High, regardless of age.
Total WIP
$0
WIP > 30 days
$0
WIP > 60 days
$0
WIP at risk
$0
Jobs at risk
0
High risk
0 jobs
$0
Medium risk
0 jobs
$0
Low risk
0 jobs
$0
Job Client Partner / Manager WIP Days since billing Status Risk Reason Recommended action

Client
Partner / manager
Job status
Last invoice date
Days since billing
Risk level
Exact reason flagged
Suggested action