Knowledge Base Articles

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Knowledge Base

3030 articles

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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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How can I delete pending Manual invoices/Write offs/Credit notes in Time?

In order to see the original postings you will need to log in as the same user who posted them, and then view the same…

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“My staff member cannot login to OpenSpace or upload into OpenSpace from IRIS”

Please ensure that the staff member’s email address setup for OpenSpace and Password are entered within IRIS. To verify the details are entered, from the…

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How do I send a customised Email Template?

A customised E-Approval can be created by selecting the following within OpenSpace: Click: Settings | Customisation | Email Templates | Select relevant template from the…