Knowledge Base Articles

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It is not possible to register a staff member to Time and Fees.

Contents Introductions to Package Limit Check your Package Limit Check the number of staff currently registered Set Staff who have left to "No Longer Employed"…

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Practice Management: Data Mining not displaying Tax/Accounts Production figures

The Accounts for the period end must be finalised in order for the information to be shown in Practice Management's Data Mining. Until the Accounts…

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What is the difference between a Write Out, a Write Off and Write Back?

Contents Write Out Write Off Write Back Write Out When an invoice is posted the Write Out field issued to reduce WIP. For example, if…

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What Time ledger period are Fees invoices and credit notes transferred into?

Contents Introduction Fees Option Settings Fees Ledger Introduction Postings made into the Time Ledger are placed into a period. For example, Period 2013/01. This period…

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Reconciling the Staff Billing Analysis with the Client Billing Analysis

The staff and client billing analysis will most likely not agree as you are not comparing like with like. There are several rules and additional…

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Posting invoices gives prompt for what time period you want to post into

There are three options, when posting invoices, that control what period the invoice will go into and each of these have different effects when the…

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How can attributes be created, edited or deleted?

Open IRIS Main Menu and click on IRIS Practice Management, Log in as MASTER The staff control panel will be displayed. Go to Setup |…

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How do I register or De-register a client in Time and Fees?

When a new client is set up, they are classed as non-clients and will not be automatically registered. When a client is posted to, within…

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What is the year end procedure in Time & Fees?

Reconciliation takes place at regular intervals, typically once a month. This is to check that all the information has been entered into the Time and…

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Time has been posted but it is not being displayed on WIP reports

The Time Ledger has a holding system called the "Pending Queue" Postings made on the Time ledger will not be updated to the Ledger automatically;…

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