Knowledge Base Articles

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Knowledge Base

3023 articles

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How do I turn off the new ‘Search’ Functionality within the posting screen?

From V11.7.1 users have the option to disable the new Search functionality within the posting screen Within the Accounts Production module, Select – Setup |…

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How can I insert tags into a Fees Word template?

To add tags in a Word template, there are two stages: Select the tags in the 'Tag Selection' screen. Add the tags to the Word…

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What is the stop watch feature in the Time ledger?

Contents Introduction How to access the stop watch Limitations Introduction A stop watch is a feature in Timesheets that allows you to accurately calculate the…

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Personal/Business Tax/PM- How the ‘approval’ button works in the transmit internet return screen?

Why the Transmit button is greyed out? Read this KB as its linked to this PM rule below The approval button can be found from…

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How can I deal with a bounced cheque?

Posting a Refund will allow you to report the cheque has bounced and will deal with any VAT if the receipt was posted Accounting for…

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What are contacts and why would you use them in Fees?

Contents Introduction Main and Billing contacts Contacts for Trusts/Business Clients Contacts for Personal Clients How to insert the tags on to your template. Introduction Contacts…

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What Is the ‘Other identification’ field for?

The field' Other Identification' field was brought in for money laundering purposes, and is designed as a place for a person's Passport number or Driving…

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What do the Task browser text styles signify?

The Task Browser text styles are as follows: Bold - The user's unread Tasks. These are tasks that are assigned to the user but have…

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Data Mining search for Latest registered APE (Accounts Period End)

Open the IRIS Main Menu and click on IRIS Practice Management The 'Staff control panel' will be displayed Go to Launch | Data Mining Click…

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Bespoke AutoMail templates

IRIS Support Assistance With Bespoke IRIS AutoMail Templates The IRIS support team are not Microsoft Word experts and cannot provide support, advice or maintenance services…