How does the Current Accounting period tag work in AutoMail?
Article ID
ias-7330
Article Name
How does the Current Accounting period tag work in AutoMail?
Created Date
27th January 2009
Product
IRIS AutoMail
Problem
How does the Current Accounting period tag work in AutoMail?
Resolution
Contents
- Overview of ‘Current Accounting period’ tag.
- How to create your template
Current Accounting Period Tag
The current accounting tag will take the last registered accounting period end date before today’s date. For example, if the date today is the 28/2/12, and the registered accounting periods include:
28/2/11
28/2/12
This tag would pick up 28/2/11 (TIP: KB IAS-6589 : How do I edit an IRIS Date Tag to the desired format in an Automail letter?)
To view your accounting periods in the database:
- Load AutoMail from the IRIS Main Menu.
- Click on the ‘Client’ button
- The client browser will be displayed. Click on the required business client and click on the view button.
- The client screen will be displayed. Click on the basic tab and click on the periods button.
- Your Accounting periods will be displayed.
To create your own template
To insert the current Accounting tag into your template:
- Log on to IRIS AutoMail from the IRIS Main Menu
- The IRIS AutoMail – Letter request Browser will be displayed, click on the templates button
- The IRIS AutoMail – Letter template maintenance screen will be displayed, click on the folder that you would like to save the template to. For example, User folder
- Click on the New Template button
- The New template screen will be displayed, enter a description in the “Template Description” field
- Click on the spy glass in the “Based On” field
- The Select Screen will be displayed, locate your base template (KB IAS-7078 : How do I create my own custom template)
- Ensure the correct context type is being displayed. In this example, select the ‘Accounts’ context type
- Click on the OK button
- The template will then be displayed.
- Minimise Minimise Word. The ‘tag selection’ screen will be displayed.
- Click the + sign next to client accounts info
- Click the + sign next to Accounting Period
- Place a tick next to ‘date accounting period ends on
- Click on the refresh button.
- Maximise Word
For versions of MS Word 2007 or later :
- Place your curser where you would like the tag to be inserted.
- Click on the Mailings Tab | In the Write & Insert Fields section, click on the Insert Merge Field down arrow
- Select LMCLAPENDDATE, click on the insert button, then select the close button.
- Minimize Word and click on the Save button in the Tag Selection screen
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