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

Article ID
ias-11950
Article Name
I have outstanding checklists but I can't run the reminder letter?
Created Date
29th April 2015
Product
IRIS AutoMail
Problem
I have outstanding checklists but I can't run the reminder letter from Personal tax, no letters are generated.
Resolution
To trigger the event mapping for Checklist reminders in Personal tax the outstanding checklist report needs to be run. To run the outstanding checklists report:
  • Log into Personal tax
  • Click Administration4 Outstanding Checklists As long as the mapping in AutoMail is set up correctly a prompt will appear for generating Checklist reminder letters. Letters will only be generated though if the checklist is over 21 days old.

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