Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3027 articles

ias-6688

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…

ias-6682

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…

ias-6679

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…

ias-6677

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…

ias-6678

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…

ias-6647

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.…

ias-6589

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.…

ias-6494

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…

ias-6454

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.…

ias-6383

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:…