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Star Help Hub

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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.