Knowledge Base Articles

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Knowledge Base

3023 articles

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Tax refund does not show in the tax return cover letter

To display the tax refund in your tax return cover you will need to make an adjustment to the template, this involves inserting an IF…

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How Do I Recreate The IRIS Logins After Moving IRIS

For detailed instructions on recreating the IRIS Logins please refer to the IRIS Help Centre Here NOTE: This assumes that IRIS is installed into C:IRIS.…

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How do I edit an IRIS Date Tag to the desired format in an AutoMail letter?

To change the format of the date: Open the IRIS Main Menu and log on to IRIS AutoMail. The letter request Browser will be displayed.…

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What Are The Hardware Requirements For Using IRIS On A Terminal Server?

Please refer to the System Requirements here for full specification requirements. Additional Note: Virtual Environments Citrix/Terminal Services/VMWare/TS Remote Apps. We do not test our products…

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IRIS Tax- ‘No Default Printer’ when printing a report

Please go through each of these fixes: 1.Close down IRIS (all products) and restart software, now check again. If not go to step 2. 2.…

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I’ve created a timesheet with the wrong ‘to’ date so the timesheet is too long

Once a timesheet has been created the dates cannot be changed. If the end date on your timesheet is incorrect you have the following options:…

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Example of using interim invoices in Time & Fees

This knowledge Base Article provides an example of how to post interim invoices in Time & Fees Example of the Interim Invoice Process Interim invoices…

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Closing a Time Period: Timesheet not yet fully applied

To close a Time Period, all timesheets must be completed and updated to the Time Ledger for that Period. If they are not then you…

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When importing a CSV file into Accounts Production what format is IRIS using?

The CSV file format used is as follows: Column 1: Amount Column 2: Account Column 3: Narrative Column 4: Date Column 5: Work Reference Column…

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How to enter a Share Reclassification?

1. To Enter the new class of capital in the Share Register, select - Edit | Share Register | Share Types| New| Enter the new…