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How to block time/fees from being posted to a specific client.

Article ID
ias-12477
Article Name
How to block time/fees from being posted to a specific client.
Created Date
23rd June 2017
Product
IRIS Time and Fees
Problem
I want to block time/fees from being posted to a specific client.
Resolution
To access the fees posting conditions: – Enter either the Time or Fees Ledger – Click File – Clients -Highlight the specific client and click on View – Click onto the WIP tab – Click on the Controls button and select either WIP or Fees depending which type of postings you want to block from being posted to the client. All types allowed Restrictions have not been explicitly set against this client. No further time to be posted/No new bills to be posted. WIP postings cannot be made against the client. These include timesheet, timesheet corrections, general expenses, general adjustments and opening balances. Invoices cannot be posted but all other Fees postings can be made. Manual Invoices, WIP write offs and manual credit notes can still be posted against the Time Ledger account. No postings allowed Prevents postings being made to the clients WIP/Fees account If you try to make a posting to a blocked account a message will appear and you will unable to make any postings.

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