Knowledge Base Articles

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Knowledge Base

2916 articles

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IRIS Charity Formats

Why am I unable to select a 'Fund' within the Posting Screen?

Select Client | View The 'Business Type' should be set to 'Charity' when using ICHA/UCHA chart.

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IRIS Accounts Production

How do I transfer Leased/HP Assets into Owned Assets (Enhanced Chart)?

Where the hire purchase agreement for an asset has been completed and the asset is to be transferred to the…

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IRIS Time and Fees

How do I use the Remove Credit WIP feature in Time Ledger?

There are a number of ways of clearing unused credit WIP. Please refer to KB IAS-5665 for recommendations on clearing…

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IRIS Accounts Production

Can I create more Sub Accounts?

If a user wishes to add Sub Accounts to an account within IRIS Accounts Production please note the following situations:…

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IRIS Practice Management

The add new booking button is greyed out?

It is not recommended that you register the MASTER user in Staff Planning. MASTER, like all other users will need…

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How Do I Backup IRIS Using SQL Server 2012 Express?

Full details of the steps required to backup IRIS using SQL Server can be found on the IRIS Help Centre…

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IRIS Time and Fees

I have finalised interim invoices but posted the final invoice incorrectly

Contents: Introduction Reverse the final invoice and then all interims Repost all the interim invoices Repost the final invoice Introduction…

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IRIS Time and Fees

Introduction to Interim Invoicing

Contents Introduction Introduction to interim invoices and Final invoices Final invoices Interim invoices Introduction This knowledge base article is part…

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IRIS AutoMail

How do I insert an Address to my AutoMail template?

Contents Introduction Inserting the address details into the template Introduction Addresses are entered on the Client Maintenance Screen to display…

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IRIS AutoMail

The font on the generated letter is not the same as the template

To ensure the font is the same on both template and generated letter you will need to amend your 'normal'…