Knowledge Base Articles

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How does the Current Accounting period tag work in AutoMail?

Contents Overview of 'Current Accounting period' tag. How to create your template Current Accounting Period Tag The current accounting tag will take the last registered…

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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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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 owned group make the following…

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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 negative WIP balances on a…

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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: Accounts with NO default Sub…

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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 to be registered with Staff…

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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 here Share This Page

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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 This knowledge base article explains…

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Introduction to Interim Invoicing

Contents Introduction Introduction to interim invoices and Final invoices Final invoices Interim invoices Introduction This knowledge base article is part of the 'interim invoicing articles',…

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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 where Clients may be contacted…

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