In Job Planning, what does the 'Bridge Services' button do?
Article ID
ias-1211
Article Name
In Job Planning, what does the 'Bridge Services' button do?
Created Date
22nd January 2004
Product
IRIS Practice Management
Problem
In Practice Management, what does the 'Bridge Services' button do?
Resolution
Contents
Introduction
Setup your standard job types
Press the bridge services button
Introduction
The bridge services button may be used as a quick way to setup services on clients in bulk. For example, if you have 300 people registered in Accounts Production then pressing the bridge services button will assign each client an Accounts service.
Tip: The bridge services button is often used when a practice first starts with practice management and has already been using other IRIS products (such as Personal Tax or Accounts Production). Once you have run this process once, when you create a new client you may want to allocate a service at the point of creating a client. See KB 6679 What is the ‘Take on new client’ standard job type for?
Setup your standard job types
The ‘Bridge Services’ button is only applicable/available to Jobs linked to the Standard System Job Types
To setup your standard system job types:
Open IRIS Main Menu and click on IRIS Practice Management. Log in as Master
The staff control panel will be displayed
Click on Setup | Standard Job Types
Allocate a job to one of the standard job types.
Press the bridge services button
When pressed the system will cross-check the clients registered within a product (eg. Accounts Production) and see whether they have that service (eg. Accounts Production). If they do NOT have that service, then the system will create the service on the client’s service tab.
Open IRIS Main Menu and click on IRIS Practice Management, log in as Master
The staff control panel will be displayed
Click on Launch | Job Planning
Enter a service (e.g Accounts) by clicking on the magnifying glass
Click on Find
You will see the ‘Bridge Services’ button available
Click on ‘Bridge Services’
A message will be displayed ‘ This operation will create accounts service records for client that have been registered for use within IRIS Accounts Production, where that are not already present. Are you sure you wish to continue?’
Click ‘Yes’. The service for ‘Accounts’ will be created for those clients, who do not have so.
Tip: It is recommended that you take a backup before commencing this process.
Note: If the service already exists on a client then system will not change the database.
Bridge Services Rules
In IRIS Practice Management in order to use Job Planning, ‘bridge services’ correctly you will need to make sure you have each of these particular steps carried out below in order to create the service for the client.
These Rules explains what needs to be carried out for each of these standard job types:
Accounts
Partnership Tax
Personal Tax
Sole Trader Tax
Corporation Tax
Trust Tax
Accounts
The client needs to be registered in Accounts Production:
Open the IRIS Main Menu and click on IRIS Accounts Production
Click on the magnifying glass and select data type ‘whole practice’
Highlight a client ‘e.g. A001’ and click on Select
The following message will be displayed. The client ‘A001 trade’ is not currently a client for Accounts Production. Do you want to register it for Accounts Production
Click on Yes
The client needs to have accounting periods:
Open the IRIS Main Menu and click on IRIS Accounts Production
Click on the magnifying glass and highlight client (e.g. A001) and click on view
The client maintenance screen will be displayed
In the basic tab click on the ‘periods’ button.
Click on add and enter Accounting Period (e.g. 30/04/09)
Click on OK and then OK again.
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