Knowledge Base Articles

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Knowledge Base

2967 articles

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…

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IRIS Accounts Production

Members missing from LLP, General Information page and Report of the Members

Only Designated Members are required to be shown To make a member a 'Designated member' select Edit | Partners Highlight…

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IRIS Accounts Production

How can I stop information in a table following the format of the whole report?

To clear the above error, please follow the steps below: Highlight the column, right click and got to [Cell Properties]…

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IRIS Accounts Production

Share Register within company secretatial

When first entering the share register, a message will appear asking whether the client is to be bridged from Accounts…

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…

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IRIS Practice Management

In Job Planning, what does the 'Bridge Services' button do?

Contents Introduction Setup your standard job types Press the bridge services button Introduction The bridge services button may be used…