Customer feedback & Ideas for IRIS

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Select the template as the invoices are run in IRIS Fees (HW)

In IRIS Fees in Reports | Client documents add the option to select which Fees Template to use, and the staff member who entered the invoices to minimise the number of documents generated.

For example, at the month end all the auto invoices are run by staff member "A" using the fixed fee template. However the rest of the business are also adding in invoices. As staff member "A" goes to generate the 100 or so fixed fees, they only want their invoices and the fixed fee template to generate. At the moment, everyone's invoices are generated which takes time, and then staff member "A" has to sift out the ones they don't want causing potential errors.

  • Ros Campbell
  • Jan 6 2022
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