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Every chargeable time posting is entered against a client Job Type to analyse the time spent on each of the client’s services.
These are created in the IRIS Time Ledger by clicking File | Job Types | Job Types which opens this screen. Select new to create your job types and then link them to the standard job type table shown below.
The job types can then be grouped together to provide service totals
as shown in the Billing dashboard
Services view. See below for creating the Job groups.
Job Groups are used to show totals for all of the data stored against all of their associated job types.
This can be used to show the total amounts billed by service on the Billing dashboard Services view.
The fees analysis is stored against each of the job types when posting fees via the on screen Client Billing Decision window in the IRIS Time Ledger.
To create a Job Group in the IRIS Time Ledger, click File | Job types | Job groups to open this screen. Click New to create your job groups and then link them back to each of your job types by selecting view on each job types in the previous section (Job Types) which will open up this screen where you need to complete the In Job Group field.
This screen is accessed in the IRIS Time Ledger by clicking File | Job types | Standard job types. You have to be logged in as MASTER to make any changes to in this screen.
It tells the IRIS software which of the job types you have created to treat as the standard profile for these core services.
The 'Personal tax returns' is used to activate the tax season year option
within the Job Status dashboard
for the personal tax return job type.
