Knowledge Base Articles

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How to finalise an interim invoice?

Contents Introduction Background to interim invoices Set your write out options to Gross in the Fees options Run a billing decisions report Step by step…

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What Microsoft Word skills do I need to edit Fees templates?

IRIS Fees uses the interface of Microsoft Word to generate fee documents. To create your own bespoke fees templates you will require knowledge of Microsoft…

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How to post interim invoices?

Contents Introduction Background to interim invoices How to post an interim invoice Introduction This knowledge base article is part of the 'interim invoicing articles', which…

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How do I post a Credit Note using an Invoice cross reference?

Credit notes can be posted to affect the Fees Ledger in a variety of ways. These are listed below: Do not affect the Time ledger…

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How can I add a formula to my template in Fees?

To add figures in a Fees document, a formula needs to be used. This dictates which two figures need to be added to produce a…

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How do I post a credit note that affects the Time Ledger?

Credit notes can be posted to affect the Time Ledger in variety of ways. There are three main ways: Do not affect the Time ledger…

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How do I post a credit note that does not affect Time Ledger?

Credit notes can be posted to affect the Time Ledger in variety of ways. There are three main ways, credit notes that: KB IAS-6913 :…

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What are Credit Notes and how do I post them?

Contents Introduction How to post a credit note Printing a Credit Note Introduction A Credit Note can be issued to 'cancel out' an invoice that…

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What is an ‘IF statement’? How do I add one to my Fees document?

An IF statement is a conditional statement that contains the keyword IF, followed by an expression in the condition, the action that needs to be…

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How do I edit an IRIS Date Tag to the desired format in a Fees document?

To change the format of the date: From the IRIS Main Menu, log into IRIS Fees, as MASTER. Select: Options | Documents The 'Fees Document…

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