Time and Fees - FAQ

‘Caution: The Time ledger is being updated by another user'. However no other users are updating data.

A Short repair will be required to resolve this, please find the steps below to assist with running this repair.

All users will need to come out of IRIS Time, IRIS Fees, Practice Management & Timesheets.
One user will need to open IRIS Time | click File | Tools | Repair
Select the 3 available options (Common master sequence number repair, Fees Ledger Repair (minimum repair after marked ledger) & Time ledger repair (minimum repair after marked ledger).
Click OK.
If you have taken a backup click Yes.

If you haven't taken a backup, click here for more information.
Click OK on the common sequence numbers window.
The repair will commence, when it shows ‘recovery processing complete’ next to recovery stage click Close. A second window will open, when this shows ‘recovery processing complete’ next to recovery stage click Close.
If the issue persists after following the steps above, please contact IRIS Support on 0844 815 5551 or support@iris.co.uk
To view timesheets you can either double
- click on the appropriate timesheet or alternatively if the timesheet is not complete and fully applied you can click 'Reopen Timesheet' which will allow you to add postings to the timesheet.
There is no time period for the time sheet to go into, to correct this open IRIS Time | Periods | New Period | Select the number pf periods you want to create | click OK
It is likely that the data needs to be updated to the time ledger from the pending queue. Click here for more information.

If the issue persists please contact IRIS Support on 0844 815 5551 or support@iris.co.uk
A clients WIP can be reduced by raising a bill and writing out WIP or by writing off the clients WIP.
When you post an invoice it is the write out field that is used to reduce your client's WIP balance. For example, if you want to reduce your client's WIP balance from £800 to £500, you can enter 300 in the write out field (800 less 300 equals 500).
 
Write out time via an invoice:
WIP can be written out using an invoice. Click here for information on how to reduce a client's WIP balance with an invoice.
When you post an invoice it is the write out field that is used to reduce your client's WIP balance. For example, if you want to reduce your client's WIP balance from £800 to £500, you can enter 300 in the write out field (800 less 300 equals 500).

Write off time: If the WIP cannot be recovered it can be written off. For more information on how to reduce WIP from a clients account which can not be recovered, click here.
If a fee posting is made to the incorrect account, it will need to be reversed/reposted.

For more information click here.
Full information on Write Out, Write Off and Write Back can be found here.
It is possible to preview bills from 17.3.0 of IRIS.  To preview the bill click bill preview at the bottom of the client billing decisions window.  This will open Microsoft Word to show a preview of the final bill.