Knowledge Base Articles

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11335

You cannot install this product to the folder selected.

 The file "Intex.drv" in the installation folder is causing this error. Open the installation folder (Right click on the payroll shortcut and click "Properties" to…

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Timesheet Time postings tab not showing in PM

The timesheet time posting tab is only available if users are using 'Grid timesheet screens'. Please see the steps below on how to make this…

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How to change Job Assignee in bulk

Open Practice Management | Launch | Job PlanningSelect the service in the top left corner then click on findHighlight the clients you wish to change…

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How to get payment on account information in data mining

Please follow these steps to get payment on account in data mining: 1. Open Practice Management 2. Select Launch | Data Mining 3. Select File…

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How to change Client Partner or Client Manager in bulk

Please follow these steps to change Client Manager or Client Partner in bulk: 1. Open Practice Management 2. Select Launch | Data Mining 3. Click…

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How do I turn off HMRC Data Retrieval

To turn off this function please do the following in Personal Tax; - Setup - Retrieve HMRC Data Practice Options - Untick all the boxes…

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How to change Job Partner or Job Manager in bulk

Please follow these steps to change Job Manager or Job Partner in bulk: 1. Open Practice Management 2. Select Launch | Job Planning 3. Select…

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IWincsec.exe has stopped working when generating dividend vouchers.

If you are experiencing iwincsec.exe errors whilst generating dividend vouchers/share certificates please run through the steps below: Click Start in the bottom left of Windows…

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HMRC Calculation issues

HMRC updated their tax calculation on 23rd October 2017. The IRIS Service Pack version 17.3.1 contains updates to the tax calculation so that it matches…

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Charge rate not defaulting back to staff members standard rate

The workaround for this would be to untick the carry forward work type box within Time Ledger Options|Time Entry