Knowledge Base Articles

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Knowledge Base

3030 articles

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

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

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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 Staff Click Change Own Password…

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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 the IRIS icon and choose…

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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 that accesses IRIS Accountancy Suite…

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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 could be used. Whilst the…

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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 be added to produce a…

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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…