Knowledge Base Articles

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Knowledge Base

2973 articles

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IRIS Accounts Production

Can I create more Sub Accounts?

If a user wishes to add Sub Accounts to an account within IRIS Accounts Production please note the following situations:…

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IRIS Practice Management

The add new booking button is greyed out?

It is not recommended that you register the MASTER user in Staff Planning. MASTER, like all other users will need…

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How Do I Backup IRIS Using SQL Server 2012 Express?

Full details of the steps required to backup IRIS using SQL Server can be found on the IRIS Help Centre…

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IRIS Time and Fees

I have finalised interim invoices but posted the final invoice incorrectly

Contents: Introduction Reverse the final invoice and then all interims Repost all the interim invoices Repost the final invoice Introduction…

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IRIS Time and Fees

Introduction to Interim Invoicing

Contents Introduction Introduction to interim invoices and Final invoices Final invoices Interim invoices Introduction This knowledge base article is part…

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IRIS AutoMail

How do I insert an Address to my AutoMail template?

Contents Introduction Inserting the address details into the template Introduction Addresses are entered on the Client Maintenance Screen to display…

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IRIS AutoMail

The font on the generated letter is not the same as the template

To ensure the font is the same on both template and generated letter you will need to amend your 'normal'…

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IRIS AutoMail

What are context types and how do I use them in AutoMail?

Contents Introduction Context types available Create a template and set your context types How to change the context type of…

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IRIS AutoMail

What context types are available in AutoMail?

On every AutoMail template, there is a property which will determine the "context type" being used by the letter. The…

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IRIS Time and Fees

How to write out WIP using the 'All Jobs' option

Contents Introduction Reduce WIP: Write out Write out All Jobs. Step by step guide to writing out Jobs Write out…