Knowledge Base Articles

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Knowledge Base

3027 articles

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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 |…

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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…

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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…

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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;…

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How can I delete pending Manual invoices/Write offs/Credit notes in Time?

In order to see the original postings you will need to log in as the same user who posted them, and then view the same…

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I am trying to configure OpenSpace to use my email server

To obtain these settings you will need to ask your email provider Default ports are 25, 587 and 465 Most SMTP servers are usually smtp.emailprovider.com…

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The SMTP server requires a secure connection or the client was not authenticated

Google may block sign in attempts from some apps or devices that do not use modern security standards. To resolve go to Goole Settings if…

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When logging into OpenSpace clients are redirected back to the login screen

To fix this they need to change privacy settings in the browser to allow content/cookies to be stored locally. Chrome: Go to ://settings/content in your…

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“My staff member cannot login to OpenSpace or upload into OpenSpace from IRIS”

Please ensure that the staff member’s email address setup for OpenSpace and Password are entered within IRIS. To verify the details are entered, from the…

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How do I send a customised Email Template?

A customised E-Approval can be created by selecting the following within OpenSpace: Click: Settings | Customisation | Email Templates | Select relevant template from the…