Blocking can be used to stop staff from posting to specific jobs or
client accounts. For example, if an old client exists on the ledger. Blocking
can be set at client level, client job level and at job level from within
the Time ledger, and at client level in the Fees Ledger.
To be able to block a client or job within the Time Ledger, first ensure
that the staff permission bar clients / jobs from Time Ledger posting
is set. Blocking within the Time Ledger can be set at three levels:
Blocking at client account level is used to prevent staff posting to a specific client. For example, if a client is no longer used.
Click here for the help topic for blocking at client level.
Below are the options for blocking at client level.
All types allowed - Restrictions have not been explicitly set against this client.
No further time to be posted - WIP postings cannot be made against the client. These include timesheet, timesheet corrections, general expenses, general adjustments and opening balances. Invoices, WIP write offs and credit notes can still be posted against the Time Ledger account.
No postings allowed - Prevents postings being made to the clients WIP account.
If you try to make a posting to a blocked account a message will appear and you will unable to make any postings
Blocking at client job level can be used to stop staff from posting to a job type for a specified client. For example, if the user no longer wishes WIP to be posted against job Payroll for client A001. Below are the options for blocking at client job level.
All types allowed - No restrictions for posting WIP have been set for this clients job.
No further time to be posted - WIP postings cannot be made against the client job. These include timesheet, timesheet corrections, general expenses, general adjustments and opening balances. Invoices, WIP write offs and credit notes can still be posted against the Time Ledger account.
No further postings allowed - Prevents postings being made to the clients job. f you try to make a posting to a blocked account a message will appear and you will unable to make any postings.
Click here for the help topic for blocking at job level from within the client, or here from the Time Ledger enquiries screen.
Blocking a job type prevents WIP postings being made against a job type for all clients. For example, job type audit can be blocked and staff cannot post WIP against any of their clients.
Allow WIP to be posted to jobs of this type - select thid option will allow you to post WIP to clients against this job. When you first create a job you will require this option to be ticked to allow postings (unless the job is only being created for the purposes of Global Practice Management). At a later date you may wish to remove the tick from this option to prevent further WIP being posted to the Job, for example once the job has been completed across the practice (e.g. Personal Tax for the previous year).
Click here for the help topic for blocking a job type.
To be able to prevent posting made into the Fees Ledger, ensure 'Bar clients from Fees Ledger posting' is enabled. Blocking within the Fees Ledger can be set at client level:
Click here for the help topic for blocking a Fees Account.
Client WIP conditions
Job WIP conditions
Fees Account: Posting constraints