Knowledge Base Articles

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Knowledge Base

2926 articles

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IRIS AutoMail

What Microsoft Word skills do I need to edit AutoMail templates?

IRIS AutoMail uses the interface of Microsoft Word to generate correspondence. To create your own Bespoke AutoMail templates you will…

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IRIS Practice Management

How do I get help with an AML search? (Anti Money Laundering)?

It is possible to access the Searches Group website from IRIS and do a money laundering check on your clients.…

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How do I show a [draft] Watermark on my reports?

Select: Reports | Annual | Watermark (tick the box provided) Click [Details] to amend the settings i.e. angle, font etc.…

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IRIS Accounts Production

How do I show a draft watermark on my reports?

Select: Reports | Annual | Watermark (tick the box provided) Click [Details] to amend the settings i.e. angle, font etc.…

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How Do I Change A Users Password?

Following the steps below may help to change the password. To Change Your Own Password Log into System Maintenance Click…

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Error 13 Opening I:Datalock.irs

Following the steps below may help to resolve the issue. Ensure all users have closed all IRIS programs Right Click…

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How Do I Setup IRIS Workstation On A New PC?

Full details for installing IRIS Workstation can be found in the IRIS Help Centre here. For workstation installs, each workstation…

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IRIS AutoMail

What is the source of AutoMail templates and how often are they updated?

The templates that IRIS Auto Mail contains are examples, provided as a start point and to demonstrate how the package…

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IRIS Time and Fees

How to write out WIP to a Value?

Contents Introduction Reduce WIP: Write out Write out to a Value Step by step guide to writing out a Value…

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IRIS Time and Fees

How can I post a simple invoice?

Contents Introduction Basic invoice concepts: Bill value and write out. Prepare a billing decision report. Post a simple invoice Introduction…