There is an incompatibility, probably client type to template mismatch

Article ID

ias-11951

Article Name

Created Date

29th April 2015

Product

IRIS AutoMail

Problem

When generating a letter i.e. 'Engagement Letter: Sole trader Business', the following message is displayed 'There is an incompatibility Probably client type to template mismatch'

Resolution

In this example, the template ‘Engagement Letter: Sole trader Business’ used the context type ‘Sole Trade: Sole Trade Personal Tax’. For more information on context types see KB IAS-7032 : What are context types and how do I use them in AutoMail’. To generate a letter for the ‘Soletrade: Sole Trade Personal Tax’ context type:

The client must be a soletrader

The client must be registered in Accounts Production

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