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2973 articles

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IRIS Time and Fees

How can I add a formula to my template in Fees?

To add figures in a Fees document, a formula needs to be used. This dictates which two figures need to…

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IRIS Time and Fees

How do I post a credit note that affects the Time Ledger?

Credit notes can be posted to affect the Time Ledger in variety of ways. There are three main ways: Do…

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IRIS Time and Fees

How do I post a credit note that does not affect Time Ledger?

Credit notes can be posted to affect the Time Ledger in variety of ways. There are three main ways, credit…

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IRIS Time and Fees

What are Credit Notes and how do I post them?

Contents Introduction How to post a credit note Printing a Credit Note Introduction A Credit Note can be issued to…

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IRIS Time and Fees

What is an 'IF statement'? How do I add one to my Fees document?

An IF statement is a conditional statement that contains the keyword IF, followed by an expression in the condition, the…

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IRIS Time and Fees

How do I edit an IRIS Date Tag to the desired format in a Fees document?

To change the format of the date: From the IRIS Main Menu, log into IRIS Fees, as MASTER. Select: Options…

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Windows Installer Error: This Patch Package Could Not Be Opened

This message usually occurs because either you are trying to skip an update ie you have IRIS 11.5.0 and are…

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IRIS AutoMail

What Microsoft Word skills do I need to edit AutoMail templates?

IRIS AutoMail uses the interface of Microsoft Word to generate correspondence. To create your own Bespoke AutoMail templates you will…

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IRIS Practice Management

How do I get help with an AML search? (Anti Money Laundering)?

It is possible to access the Searches Group website from IRIS and do a money laundering check on your clients.…

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How do I show a [draft] Watermark on my reports?

Select: Reports | Annual | Watermark (tick the box provided) Click [Details] to amend the settings i.e. angle, font etc.…