How do I post an unspecified write off and match it to selected postings?
Article ID
ias-8016
Article Name
How do I post an unspecified write off and match it to selected postings?
Created Date
14th July 2009
Product
IRIS Time and Fees
Problem
How do I post an unspecified write off and match it to selected postings?
Resolution
Contents
Post an unspecified Write off.
Update the ledger.
Match the unspecified write off to the time.
Post an unspecified Write Off
Log on to the IRIS Time from the IRIS Main Menu
Click on Post WIP | Write Offs
Select a time period to which to write off WIP to i.e. June: 2010/05
The WIP Write Off (Period 2010/05) screen will be displayed, enter default information
a. Date e.g 31/07/2009
b. Reference e.g WO1234
c. Client ID e.g A001
d. Include : Tick the boxes Time and Expenses
e. Enter a Narrative e.g. Write Off or Ceased Client
Click on the Post button
No figures Entered screen will be displayed, informing you that the posting is unspecified, click on the Yes button.
Click on the Close button on the WIP Write Off (Period XXXX/XX) screen
Update the ledger for Write Off postings
Log on to IRIS Time from the IRIS Main Menu as super user or Master
Click on Pending Queue | Update Ledger
Enter the period that you wish to update i.e From 2010/05 to 2010/05
Place a tick on Write Offs
Enter the date of the posting i.e. 31/07/09 to 31/07/09
Click on the OK button
Matching the unspeficied Write Off
Log on to IRIS Time from the IRIS Main Menu
Click on Post WIP | Matching | Invoices Write offs
Select the Time period to post the matching information to e.g 2010/05
The Change W/O against Invioces /Write offs screen will be displayed, enter client ID e.g A001 and the Job e.g. General
Select the “Include” radio button for instructions already satisfied
Highlight the Write Off ref: WO1234 click on the Match button
The Match Time Ledger Instruction screen will be displayed, double click on the time posting that you would like to write out.
Once all postings to be matched have been selected, click on the OK button
Click on the Update button on the Change W/O against Invoices /Write Offs screen.
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