How do I post an unspecified write off and match it to selected postings?
Article ID
ias-8016
Article Name
How do I post an unspecified write off and match it to selected postings?
Created Date
14th July 2009
Product
IRIS Time and Fees
Problem
How do I post an unspecified write off and match it to selected postings?
Resolution
Contents
- Post an unspecified Write off.
- Update the ledger.
- Match the unspecified write off to the time.
Post an unspecified Write Off
- Log on to the IRIS Time from the IRIS Main Menu
- Click on Post WIP | Write Offs
- Select a time period to which to write off WIP to i.e. June: 2010/05
- The WIP Write Off (Period 2010/05) screen will be displayed, enter default information
a. Date e.g 31/07/2009
b. Reference e.g WO1234
c. Client ID e.g A001
d. Include : Tick the boxes Time and Expenses
e. Enter a Narrative e.g. Write Off or Ceased Client
- Click on the Post button
- No figures Entered screen will be displayed, informing you that the posting is unspecified, click on the Yes button.
- Click on the Close button on the WIP Write Off (Period XXXX/XX) screen
Update the ledger for Write Off postings
- Log on to IRIS Time from the IRIS Main Menu as super user or Master
- Click on Pending Queue | Update Ledger
- Enter the period that you wish to update i.e From 2010/05 to 2010/05
- Place a tick on Write Offs
- Enter the date of the posting i.e. 31/07/09 to 31/07/09
- Click on the OK button
Matching the unspeficied Write Off
- Log on to IRIS Time from the IRIS Main Menu
- Click on Post WIP | Matching | Invoices Write offs
- Select the Time period to post the matching information to e.g 2010/05
- The Change W/O against Invioces /Write offs screen will be displayed, enter client ID e.g A001 and the Job e.g. General
- Select the “Include” radio button for instructions already satisfied
- Highlight the Write Off ref: WO1234 click on the Match button
- The Match Time Ledger Instruction screen will be displayed, double click on the time posting that you would like to write out.
- Once all postings to be matched have been selected, click on the OK button
- Click on the Update button on the Change W/O against Invoices /Write Offs screen.
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