Client/Job Selection

The Client/Job Selection tab displays a filtered list of every active Client record in the IRIS Firm Management database.

In an expanded grid, each child row represents a Job undertaken for each Client.

Any Job selected for the current bill is highlighted by a blue background.

The number of Client records that can be displayed in Billing is subject to an overall system limit. The default limit is 1000, but this may differ in your organization's implementation. The number of Client records that can be displayed in the Client/Job Selection grid may also be limited.

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