Knowledge Base Articles

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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 explain how to reduce WIP…

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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 knowledge Base article will explain…

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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 Technical Details on writing out…

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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 Within Time & Fees it…

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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 be done by using a…

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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 is occuring. Share This Page

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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 your template - Word Version…

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What is a fill-in and how can it be used in AutoMail?

A Fill-in prompts you to enter text. It is possible to set up your template so that you are prompted to enter information at the…

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What is the ‘Take on new client’ standard job type for?

The new client standard job type is used to track your progress on new clients. This is used in IRIS Practice Management where you can…

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What is an IF Statement and how do I add it to my IRIS Automail Template

An IF statement is a conditional statement that contains the keyword IF, followed by an expression in the condition, the action that needs to be…

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