Knowledge Base Articles

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Knowledge Base

3030 articles

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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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No IRIS modules open up on workstation after move or upgrade

This problem is usually caused by the settings withinin Internet Options. The following steps may help to resolve the problem. Restart the Windows 7 workstation…

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How can I turn on field codes in Microsoft Word?

Displaying field codes allows you to see all the formatting in AutoMail and Fees templates. Click into the Word Document Hold the Alt key on…

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How do I change the Date format in an Automail letter?

To change the format of the date: Log on to IRIS AutoMail from the IRIS Main Menu The letter request Browser will be displayed. 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…