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IRIS Time and Fees Knowledge Base

81 articles

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IRIS Time and Fees

How to clear a draft bill

From the Client Billing Decision's screen;- 1) Select the client 2) Yes (to open the draft bill) 3) Click 'Action'…

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IRIS Time and Fees

New Timesheet Screen

From the timesheet screen, the top part is now essentially a search bar. The default of which is set to…

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IRIS Time and Fees

How to amend VAT rate for a particular job when posting a bill

The steps below will walk you through changing the VAT rate for a particulat job when posting a bill. -…

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IRIS Time and Fees

How to change fee reference sequence

To change the sequence ofthe references number you fees documents are posted in you will need to be logged into…

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IRIS Time and Fees

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

To access the fees posting conditions: - Enter either the Time or Fees Ledger - Click File - Clients -Highlight…

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IRIS Time and Fees

Closing Time/Fees periods

It is only possible to change the status of a Time/Fees period in the following ways: 1. If you make…

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IRIS Time and Fees

A date that you have entered lies beyind your defined time periods

This message means that dates on the new timesheet don't fall entirely within your Time periods. If you want to…

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IRIS Time and Fees

Charge rate not defaulting back to staff members standard rate

The workaround for this would be to untick the carry forward work type box within Time Ledger Options|Time Entry

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IRIS Time and Fees

How to export Time & Fee reports to excel

From 16.3 of IRIS Accountancy Suite users can export time & Fee reports to excel. To do ths please refer…

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IRIS Time and Fees

Update Current Instructions

To prevent this message from appearing one user will need to follow the steps shown below: Click OK on the…