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IRIS AutoMail Knowledge Base

57 articles

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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…

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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…

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IRIS AutoMail

How can I choose the Tax Year for AutoMail letters?

To change the tax year for an AutoMail letter: Log on to IRIS AutoMail from IRIS Main Menu The IRIS…

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IRIS AutoMail

What does the Missing Tag Screen mean in AutoMail?

When generating a template, a Missing Tag Screen may be displayed. This Missing Tag Screen informs you that there is…

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IRIS AutoMail

How can I stop double line spacing in Word 2007 / 2010 / 2013

Each version of word uses the 'normal' style to set defaults on font sizes, page margins, paragraph spacing and more.…

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IRIS AutoMail

Can P11D letters be generated through AutoMail and merge P11D information?

It is possible to generate an expense claim letter using AutoMail which can merge with some fields in P11D. For…

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IRIS AutoMail

How is AutoMail affected by a Data Centre licence?

What is Data Centre Agent details and AutoMail How does AutoMail use Data Centre Technical information What is Data Centre…

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IRIS AutoMail

When I generate AutoMail letters the Microsoft Word spell checker does not work

Field codes Turn on Microsoft Word spell checker. Language settings Field Codes Microsoft Word uses field codes as a way…

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IRIS AutoMail

Why is the mail merge toolbar greyed out when creating AutoMail Template?

To be able to enter tags to the Word document, you would need to click on the Refresh button in…

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IRIS AutoMail

The tax return shows the payments on account but not the claims for reduction

To produce an AutoMail template with the Next Year Payment On Account figures to show Claim for Reduction there are…