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Many of the items within the File menu relate to both the Time Ledger & Fees Database. This means that they only need to be set up once.
You will need to enter details into the database ready for Time Ledger and Fees Ledger postings to be made. For example. Client details and staff details.
Items that can be set up and adjusted in both the Time & Fees Ledgers include:
Client - are registered in the IRIS central database and all IRIS products can access these clients including Time and Fees.
Job type - are used to record time and expense postings. They are primarily used within the time ledger but can be used in the Fees ledger for documents affecting the time ledger, For example, invoices and credit notes
Staff - Staff members are used in the Time Ledger to record timesheet postings.
Non charge - activities are used within the Time Ledger to record time that will not be charged to clients. For example, administration and holidays.
Work types - are used to provides a method of including a standard narrative for Time Ledger postings.
Categories - are used within the Time & Fees Ledger to provide further methods of grouping clients.
The following database items relate only to the Time Ledger:
Charge Rates - are used to calculate
the chargeable value of WIP that is posted to a client account through
a timesheet.
Cost Rates - are usually calculated from the cost to the practice of a staff member working (e.g. based on the individual's salary).
Expenses - also known as disbursements expense Categories often include activities such as mileage, sending letters and photocopying.