How do I edit an IRIS Date Tag to the desired format in a Fees document?
Article ID
ias-6888
Article Name
How do I edit an IRIS Date Tag to the desired format in a Fees document?
Created Date
23rd September 2008
Product
IRIS Time and Fees
Problem
How do I edit an IRIS Date Tag to the desired format in a Fees document? For example, the Invoice Date tag. After generating a Fees document you may realise that you would like the date format of the Invoice Date to be displayed in words rather than figures. For example, the displayed Invoice Date is '01/01/12' and the date format that you would like to see on the client document would be '1 January 2012'.
Resolution
To change the format of the date:
- From the IRIS Main Menu, log into IRIS Fees, as MASTER.
- Select: Options | Documents
- The ‘Fees Document Options’ screen will be displayed, select ‘Maintain Templates’.
- Highlight the appropriate Template folder on the right hand side(e.g. Invoices).
- Highlight the appropriate Template (note: You cannot make changes to Standard IRIS templates).
- Click on the ‘Edit’ button – the Word document should appear.
- Place your curser next to the tag in which you want to change the date for.
Note: To check for versions of Word, click on: Help | About when in the Word Document.
For version of MS Word 2007, 2010, 2013 & 2016
- You may like to edit a date format that is being displayed from the database, For example, it could be an Invoice Date tag, LMCLInvDate.
- Toggle ‘Field codes’ on, to view the Field Format, i.e. on the keyboard press ALT + F9 (alternatively, click on the Office button | Word Options | Advanced | under “Show Document Content” heading, place a tick on “Show Field Codes instead of their values” | ‘OK’).
- The Invoice Date tag will be displayed as { MERGEFIELD “LMCLInvDate” @ “dd/MM/yyyy” }
- If you would like the date to be displayed as 01 January 2008 rather than 01/01/08, the format you need to add to the above field is: @ “dd MMMM yyyy” – so the tag will now appear as follows { MERGEFIELD “LMCLInvDate” @ “dd MMMM yyyy” }
- Minimize Word, to display the ‘Tag Selection’, and click ‘Save’.
Note: Below are the definitions of the date format:
d= Date e.g. 1
dd= Date e.g. 01
dddd = Day e.g. Monday
MM = Month e.g. 01
MMM= Month e.g. Jan
MMM = Month e.g. January
yy= Year e.g. 12
yyyy= Year e.g. 2012
For various Date formats use the following. Examples:
1-Jan-12 use the following d-MMM-yy
1 January 2012 use the following d MMMM yyyy
01/01/2012 use the following dd/MM/yyyy
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