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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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