Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3023 articles

ias-11936

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…

ias-11939

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…

ias-11940

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…

ias-11938

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…

ias-11946

Is it possible to display the amount due on Jan 31st in a tax letter?

To Produce an AutoMail Template with the current liability tag added to the next year on account you need to Check a Final Tax Computation…

ias-11935

Backing Up IRIS – Frequently Asked Questions

Q. Why can I not use my normal backup regime to backup the SQL database? A. Some software can backup SQL databases; however this is…

ias-11918

How can attributes be created, edited or deleted?

Open IRIS Main Menu and click on IRIS Practice Management, Log in as MASTER The staff control panel will be displayed. Go to Setup |…

ias-11919

How do I register or De-register a client in Time and Fees?

When a new client is set up, they are classed as non-clients and will not be automatically registered. When a client is posted to, within…

ias-11921

What is the year end procedure in Time & Fees?

Reconciliation takes place at regular intervals, typically once a month. This is to check that all the information has been entered into the Time and…

ias-11913

Time has been posted but it is not being displayed on WIP reports

The Time Ledger has a holding system called the "Pending Queue" Postings made on the Time ledger will not be updated to the Ledger automatically;…