How to transfer time from one client to another

Introduction

Time can be transferred from one client to another client when it has been updated to the time ledger.

  1. Open IRIS Time | Post WIP | Corrections

  2. Select period which correction needs to be posted to and click OK.

  3. To remove WIP from a client account select Credit WIP. To add time onto a client account select Debit WIP.

  4. Enter the relevant details (Client, Job, Staff ID, Date, Time & Narrative) and Click Post.

The pending queue will need to be updated

  1. In IRIS Time click Pending Queue | Update Ledger | select Other Postings

  2. Enter date range of which postings you want to update and click OK.