Knowledge Base
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No IRIS modules open up on workstation after move or upgrade
This problem is usually caused by the settings withinin Internet Options. The following steps may help to resolve the problem.…
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IRIS AutoMail
How can I turn on field codes in Microsoft Word?
Displaying field codes allows you to see all the formatting in AutoMail and Fees templates. Click into the Word Document…
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IRIS AutoMail
How do I change the Date format in an Automail letter?
To change the format of the date: Log on to IRIS AutoMail from the IRIS Main Menu The letter request…
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IRIS AutoMail
Bespoke AutoMail templates
IRIS Support Assistance With Bespoke IRIS AutoMail Templates The IRIS support team are not Microsoft Word experts and cannot provide…
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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…
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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 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…
