Help centres by module
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Accounts Receivable (AR)
Enables users to post cash receipts, individually or in batches, manage allocations, post nominal adjustments and approve batches.
Billing
Used to raise bills for any active client in the database.
Credit Control
Provides all information required for Credit Control in a single tabbed display.
Dashboard
A browser-based Business Intelligence (BI) reporting tool giving easy access to data.
Dimensions
Set up and manage data that underpins different facets of functionality in the various Star PM modules.
Due Dates
Due Dates can be used to manage any defined activity relating to staff members, such as task completion dates.
Due Dates Template
Provides all information on the Due Dates Template.
Job Budgeting
Enables budgets to be defined and maintained for Staff or Staff Types at the Charge Account level within each Stage of a Job.
Mass update
Allows users to update large numbers of Client (Partners and Managers) and Job (Partners and Managers) records.
Mobile
Learn about the IRIS Star Mobile app for managing Time and Expenses.
Opportunity Tracking
Record business opportunities and track them as they become new clients or new services for existing clients.
Self-Scheduling
Enables relevant jobs to be flagged as available for Self-Scheduling. Includes My Scheduled work, Planners Wallchart and Job Rollover modules.
Time and Expenses
Record time spent on both chargeable and non-chargeable work, and any related expenses.
User Defined Forms (UDF)
User Defined Forms are used for data maintenance in relation to Client, Job, Staff, and Contact.
Additional information
Accessibility
Our accessibility statement for Star Practice Management.