Knowledge Base Articles

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Knowledge Base

2929 articles

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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 using the 'All Outstanding' option

Contents 1. Introduction 2. Reduce WIP: Write out 3. Write out All Outstanding. 4. Step by step guide to writing…

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IRIS AutoMail

How can I add a formula to my template in AutoMail?

To add figures in an AutoMail document a formula needs to be used. This dictates which two figures need to…

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IRIS Time and Fees

How to reduce a client's WIP balance with an invoice?

Contents Introduction How to reduce WIP with an invoice: Write out Write out methods Introduction This knowledge Base article will…

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IRIS Time and Fees

How to write out to Unspecified?

Contents Introduction Reduce WIP: Write out Write out to Unspecified Step by step guide to Unspecified Technical Details Introduction This…

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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…

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IRIS AutoMail

How do I save a number figure in a particular format in AutoMail?

To save the numbers in a particular format you would need to edit the Tag in the template. This can…

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IRIS Startup Failure - Catastrophic failure

To resolve this error you are required to create a new user profile on the machine where the the error…

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IRIS AutoMail

When I generate a letter in AutoMail the Sole trader name appears twice.

Why does this happen? How to stop the sole trader name appearing twice Step by step guide to setting up…