Time & Fees

With timesheet entry and work-in-progress monitoring, IRIS PTP gives you the information to raise bills and collect fees early. Budgets can be set and monitored for each client or for categories of job. Budget reports enable you to swiftly check your budgets versus the work-in-progress.

You can set up a choice of time units and charge rates for staff. Timesheets can be collected for central keying-in or entered by individual members of staff at their own workstations. The 'Remote Timesheet Entry' facility allows staff working at branches or from home to complete and send their timesheets to the central server for processing.

Timesheets can be daily, weekly, two-weekly, monthly or variable and they may contain expenses.

System options allow you to choose up to three levels of detail for which you record work-in-progress. The levels are for the overall client, the individual job and finally detailed work type.

Work-in-progress can be monitored by partner, manager, staff member, client category and client. Clearly laid out reports show the position of billings and recoveries.

Staff performance reports show chargeable versus non-chargeable time.

The fees ledger uses a template system to print professionally-presented fee notes. The invoiced amount is written out of WIP and posted to the fees ledger in one operation, so that the two ledgers are always in balance. Statements prompt clients to pay and an aged debtors analysis assists with credit control.

Time & Fees provides a route from time spent through work-in-progress and billing to cash in your bank.