Knowledge Base Articles

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Knowledge Base

2973 articles

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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…

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IRIS Practice Management

Statutory deadline calculations for Accounts

The time normally allowed for delivering accounts is: for a private company, 10 months from the ARD for a public…

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…

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IRIS Time and Fees

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…