Knowledge Base Articles

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Knowledge Base

2967 articles

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IRIS AutoMail

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

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

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IRIS Time and Fees

How to reduce a client's WIP balance with an invoice?

Contents Introduction How to reduce WIP with an invoice: Write out Write out methods Introduction This knowledge Base article will…

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IRIS Time and Fees

How to write out to Unspecified?

Contents Introduction Reduce WIP: Write out Write out to Unspecified Step by step guide to Unspecified Technical Details Introduction This…

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IRIS Time and Fees

How to write out WIP to a Value?

Contents Introduction Reduce WIP: Write out Write out to a Value Step by step guide to writing out a Value…

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IRIS Time and Fees

How can I post a simple invoice?

Contents Introduction Basic invoice concepts: Bill value and write out. Prepare a billing decision report. Post a simple invoice Introduction…

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IRIS AutoMail

How do I save a number figure in a particular format in AutoMail?

To save the numbers in a particular format you would need to edit the Tag in the template. This can…

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IRIS Startup Failure - Catastrophic failure

To resolve this error you are required to create a new user profile on the machine where the the error…

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IRIS AutoMail

When I generate a letter in AutoMail the Sole trader name appears twice.

Why does this happen? How to stop the sole trader name appearing twice Step by step guide to setting up…

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IRIS AutoMail

What is a fill-in and how can it be used in AutoMail?

A Fill-in prompts you to enter text. It is possible to set up your template so that you are prompted…

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IRIS Practice Management

What is the 'Take on new client' standard job type for?

The new client standard job type is used to track your progress on new clients. This is used in IRIS…