Knowledge Base Articles

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How do I amend Charge Rates?

From time to time you may need to adjust your staff charge rates. For example, if you have to review your staff salary and want…

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How can staff performance be monitored within the Time ledger?

Under the Reports | Staff Reports menu a selection of reports are available. These include: Missing Timesheet Allows you to see which timesheets are not…

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Can I create a shortcut that allows me to post Timesheet entries only?

Creating a shortcut to the timesheet entry application enables a user to access their timesheet only, without using up a Time and Fees licence screen.…

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Accountants name and address to appear on fly sheet

If running LTD, PSA or PSN: set the alias FLY=FLO if running PSI: set the alias FLI=FLO To set alias at client level: Edit| Report…

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How is a job created on a client and is there a quick way?

Creating new Time ledger jobs for clients can be achieved in several different screens and the most common are below: Through the timesheet When in…

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How do I show full disclosure for debtors and creditors?

If full disclosure is required the exemption can be overcome by selecting: Edit | Data Screens | Small Companies/LLPs | Financial Statements, and tick the…

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Highest paid director emoluments totals not appearing for current or last year

Highest paid director emoluments will ony appear if they exceed £200,000 The highest paid director information will not show if it is a small company,…

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Automatic completions from Personal Tax to Practice Management

Please note this is a guide to the automatic completions available and not a definitive list of what has to be done. This is for…

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How do I reduce the number of clients on my Package limit?

The package limit is based on the number of clients with a Chart attached, e.g. ELTD, EPST. To view a list of clients that are…

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How do I delete stages from a job profile?

To delete a job stage from an existing profile follow the steps outlined below Open IRIS Main Menu and click on IRIS Practice Management Go…