Knowledge Base Articles

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Knowledge Base

3027 articles

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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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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' style. Each version of word…

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What are context types and how do I use them in AutoMail?

Contents Introduction Context types available Create a template and set your context types How to change the context type of an existing template Context type…

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What context types are available in AutoMail?

On every AutoMail template, there is a property which will determine the "context type" being used by the letter. The context type determines Which type…

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How to write out WIP using the ‘All Jobs’ option

Contents Introduction Reduce WIP: Write out Write out All Jobs. Step by step guide to writing out Jobs Write out options for All jobs Technical…

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Staff Planning permissions/privileges

In order to plan jobs and edit diary bookings in IRIS Staff Planning you must have the relevant staff permissions enabled. These permissions are: -…

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What Are The Terminal Server Best Practices Guidelines?

Install Terminal Server on a standalone server and not on a domain controller. Installing Terminal Server on a domain controller can affect the performance of…