GP Accounts - Fees and Register course
GP Accounts - Fees and Register course

GP Accounts - Fees and Register course

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Features

Understanding and implementing the Fee & Purchase Registers Overview

This full day course will give you a comprehensive overview of the Fees and Purchase Register. You will be provided with a laptop to use as this is an interactive classroom based course. The training is Continuing Personal or Professional Development (CPD) certified, guaranteeing the quality and helping your further your career.

The Fees and Purchase Register is a useful function within your IRIS GP Accounts software, which supports and enhances your practice management. Using the Fees and Purchase Registers alongside the main Cashbook will give you better control over your Practice finances.
The Fees Register allows you to create invoices and track the monies due to the Practice. The Purchase Register allows you to record all outstanding payments due by the Practice.

Using both of these facilities along with the main Cashbook, means that as well as details of the monies already recorded in the bank account, you will also have a full record of all future payments going in and out of the Practice.
During the course you will be introduced and exposed to all elements of the Registers through practical examples. You will have the opportunity to examine and ascertain how all of the functions available within the two registers are executed and used to your best advantage.

Course content


Fees Tracking 
What is fee tracking?

Purchase Tracking
What is purchase tracking?

Fees only account
Creating a fees only account 
Networking for other users 
Security & account permissions 

Purchase Only Account
Creating a purchase only account
Networking for other users
Security & account permissions

Setting up the Fees Register
Client types/Fees codes 
List of clients 
Letters/Email 

Setting up the Purchase Register
Add a Payee
BACS setup
Cheque printing setup

Using the Fees Register 
Adding a new fee 
Adding a multiline fee 
Editing and deleting a fee 
Searching for an entry

Using the Purchase Register
Adding a new purchase
Adding a multiline purchase
Editing and deleting a purchase

Chasing Fees
Creating reminders for overdue invoices 

Making Payments
Printing cheques 
BACS payments
Adding payments to the cashbook

Reporting
Individual client and payee reports 
Unpaid reports 
Paid Reports 
Paid in Full not Yet In Cashbook Reports

Receiving Payments
Marking a fee as paid
Creating a receipt 

 

Duration

Full day, 9.30am – 4.30pm

Dates and Locations

The course will run during May and June across the country. Contact us for the latest dates and locations.

Classroom prices

The course is only £315+VAT per delegate. This includes lunch, a useful course overview document and a certificate to take away plus the use of the laptop. Spaces are limited to eight delegates to ensure all candidates receive personal attention from the training expert.

Book your place today.

As spaces are limited we urge you to book quickly to ensure you don’t miss out.
Please contact us today 0844 815 5660 or email sales@iris.co.uk

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  • 24 hour secure web portal access
  • Complies with UK data protection laws
  • iXBRL tagging service across a range software