Knowledge Base Articles

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3030 articles

ias-11903

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…

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How to change the client’s email address within OpenSpace?

You can no longer change a user's e-mail in Openspace. You must either delete them as a user and then re-add them or if the…

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Will IRIS Work Over A VPN

It is possible to use IRIS over a VPN connection BUT only when used with Terminal Services or Citrix. IMPORTANT: Using IRIS over a VPN…

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How to produce mailing labels in IRIS using Practice Management?

Within IRIS you can export a csv file containing your client details. For example, client address and contact details. This csv file can then be…

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The tax return cover does not detail the payments on account?

To Produce an AutoMail Template to show payments on account: Check a Final Tax Computation has been run within IRIS Personal Tax Check the Correct…

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How to produce mailing labels in IRIS using AutoMail?

Within IRIS you can export a csv file containing your client details. For example, client address and contact details. This csv file can then be…

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Does IRIS Provide A Built-In Backup procedure?

For those running SQL Server on the same machine as the IRIS installation there are silent backups installed within Scheduled Tasks. NOTE: While these scheduled…

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Credits and write out are not being matched to further time posted

Check the Options | Time Ledger | Unabsorbed. Is the "Leave write out credit unmatched and match it manually later" at the bottom of the…