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IRIS AutoMail Knowledge Base

55 articles

end-of-life-for-sql-2008-and-2008r2

IRIS Business Tax, IRIS Accounts Production, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail

IAS - End of Life for SQL 2008 and 2008R2

Our guidance on this would be not to upgrade your existing instance but to create a new instance and restore a copy…

iris-accountancy-suite-migration-guide-ias-71022

IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Trust Tax, IRIS SA700, IRIS Fixed Asset Register, IRIS Charity Formats

IAS-71022 : IRIS Accountancy Suite Migration Guide

This migration guide addresses how to migrate the database to a new full installation of IRIS Before completion of the…

ias-12901

IRIS AutoMail

Word Templates save as PDF in Communications

There is a new version of the update which is now available on the downloads page The version which had…

ias-12755

IRIS Charity Formats, IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Fixed Asset Register, IRIS SA700, IRIS Trust Tax

IAS-12755 : IRIS crashing when using the new 'Blue' client browser

We currently have this logged with the IRIS development team. In the meantime there is the workaround shown below which…

ias-12743

IRIS AutoMail

How to stop double line spacing on automail

To stop double line spacing on automail templates the normal.dotm template will be created. Click here. for further information.

ias-12714

IRIS AutoMail

How to send E-Mails from Automail/Practice management in bulk (Also works for Openspace)

It is recommended to have two different templates if you have clients that want by post or by E-mail. That…

ias-12223

IRIS AutoMail

Incorrect formatting on generated letters/fee documents

From 11.9.0, if generated letters/fee documents show incorrect formatting, the changes will need to be made on a template by…

ias-11950

IRIS AutoMail

I have outstanding checklists but I can't run the reminder letter?

To trigger the event mapping for Checklist reminders in Personal tax the outstanding checklist report needs to be run. To…

ias-11938

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…

ias-11959

IRIS AutoMail

Not all fields are available in Data Mining when I generate a letter in AutoMail

The folders 'Address', 'Attributes', 'Product', 'Services' and 'WIP or Fees' are only available to Practice Management users. This means that…