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This document explains what permissions are needed to allow a staff member to stop posting to clients as well as instructions on how to block client accounts from being posted to.
To be able to block postings to client accounts the staff member requires relevant permissions.
Log on to IRIS Time From the IRIS main menu, log on to IRIS Time as a Master user.
Select File | Staff
The Staff Browser displays.
Highlight the Staff member and click View.
The Staff Maintenance screen will be displayed.
Click the Privileges tab.
Scroll down to Time Ledger Privileges and select the Bar clients/jobs from Time Ledger postings option.
Click Save.
With the WIP controls there are additional options to block postings at a client level.
To stop posting Time to a client:
From the IRIS main menu log on to IRIS Time.
Select File | Clients
The Client browser displays.
Highlight a client and click View.
The Client Maintenance screen displays.
Click the WIP tab.
Click Control and select WIP.
The Client WIP Posting Conditions screen
displays.
In the Time Ledger Posting section
there are three options:
All types allowed - No restrictions have been set against the client, thus can post WIP to the client
No further time to be posted - WIP postings can not be made against the client. Invoices, WIP write offs and credit notes can still be posted against the client account.
No posting allowed - Prevents postings being made to the clients WIP account. If you try to make a posting to a blocked account, a message displays informing you that the client has been blocked from further postings.
