Knowledge Base Articles

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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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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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How to write out WIP using the ‘All Outstanding’ option

Contents 1. Introduction 2. Reduce WIP: Write out 3. Write out All Outstanding. 4. Step by step guide to writing out All Outstanding 5. Technical…

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How to reduce a client’s WIP balance with an invoice?

Contents Introduction How to reduce WIP with an invoice: Write out Write out methods Introduction This knowledge Base article will explain how to reduce WIP…

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How to write out to Unspecified?

Contents Introduction Reduce WIP: Write out Write out to Unspecified Step by step guide to Unspecified Technical Details Introduction This knowledge Base article will explain…

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How to write out WIP to a Value?

Contents Introduction Reduce WIP: Write out Write out to a Value Step by step guide to writing out a Value Technical Details on writing out…

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How can I post a simple invoice?

Contents Introduction Basic invoice concepts: Bill value and write out. Prepare a billing decision report. Post a simple invoice Introduction Within Time & Fees it…

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I’ve created a timesheet with the wrong ‘to’ date so the timesheet is too long

Once a timesheet has been created the dates cannot be changed. If the end date on your timesheet is incorrect you have the following options:…

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Example of using interim invoices in Time & Fees

This knowledge Base Article provides an example of how to post interim invoices in Time & Fees Example of the Interim Invoice Process Interim invoices…

Knowledge Base Articles

IRIS Time and Fees Knowledge Base

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