Knowledge Base
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IRIS AutoMail
Is it possible to display the amount due on Jan 31st in a tax letter?
To Produce an AutoMail Template with the current liability tag added to the next year on account you need to…
ias-11935
Backing Up IRIS - Frequently Asked Questions
Q. Why can I not use my normal backup regime to backup the SQL database? A. Some software can backup…
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IRIS Time and Fees
What is the difference between a Write Out, a Write Off and Write Back?
Contents Write Out Write Off Write Back Write Out When an invoice is posted the Write Out field issued to…
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IRIS Time and Fees
What Time ledger period are Fees invoices and credit notes transferred into?
Contents Introduction Fees Option Settings Fees Ledger Introduction Postings made into the Time Ledger are placed into a period. For…
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IRIS Time and Fees
Reconciling the Staff Billing Analysis with the Client Billing Analysis
The staff and client billing analysis will most likely not agree as you are not comparing like with like. There…
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IRIS Time and Fees
Posting invoices gives prompt for what time period you want to post into
There are three options, when posting invoices, that control what period the invoice will go into and each of these…
ias-11918
IRIS Practice Management
How can attributes be created, edited or deleted?
Open IRIS Main Menu and click on IRIS Practice Management, Log in as MASTER The staff control panel will be…
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IRIS Time and Fees
How do I register or De-register a client in Time and Fees?
When a new client is set up, they are classed as non-clients and will not be automatically registered. When a…
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IRIS Time and Fees
What is the year end procedure in Time & Fees?
Reconciliation takes place at regular intervals, typically once a month. This is to check that all the information has been…
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IRIS Time and Fees
Time has been posted but it is not being displayed on WIP reports
The Time Ledger has a holding system called the "Pending Queue" Postings made on the Time ledger will not be…
