Knowledge Base Articles

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IRIS Time and Fees Knowledge Base

81 articles

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How do I deal with a Bad Debt?

The most effective posting is a Fees Write Off. This can be posted through Posting | Ad-hoc posting or as part of a batch. The…

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How is VAT treated on Fees Ledger Opening Balances?

Items posted through Posting | Opening Balances do not carry any VAT details. If you wish to have VAT on items, most commonly with cash-accounting,…

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How do I block a client from having Time & Fees postings to them?

Contents Introduction Permissions Block Postings a. Time b. Fees Introduction This knowledge based article explains what permissions are needed to allow a staff member to…

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What is a non-charge activity?

A non-charge activity defines work done by a staff member that is not related to a client or work that is not to be charged…

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What is a non-charge code?

What is a non-charge code? A non-charge code groups together the non-charge activities, an example of a non-charge code maybe 'Leave' grouping together annual leave,…

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Can I set Public Holidays so that they are automatically posted to a timesheet?

The Practice Closed Dates section of the Time ledger allows you to enter Bank Holidays, or any dates where the office is closed affecting all…

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How do I save or memorise my most common reports?

Contents Introduction Memorising a report How to access a Memorised Report Introduction If there is a report(s) that will be used on a regular basis…

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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.…