Knowledge Base Articles

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Knowledge Base

2973 articles

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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…

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IRIS AutoMail

What is an IF Statement and how do I add it to my IRIS Automail Template

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 AutoMail

Tax refund does not show in the tax return cover letter

To display the tax refund in your tax return cover you will need to make an adjustment to the template,…

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How Do I Recreate The IRIS Logins After Moving IRIS

For detailed instructions on recreating the IRIS Logins please refer to the IRIS Help Centre Here NOTE: This assumes that…

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IRIS AutoMail

How do I edit an IRIS Date Tag to the desired format in an AutoMail letter?

To change the format of the date: Open the IRIS Main Menu and log on to IRIS AutoMail. The letter…