Knowledge Base Articles

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Bespoke AutoMail templates

IRIS Support Assistance With Bespoke IRIS AutoMail Templates The IRIS support team are not Microsoft Word experts and cannot provide support, advice or maintenance services…

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Is it possible to display the amount due on Jan 31st in a tax letter?

To Produce an AutoMail Template with the current liability tag added to the next year on account you need to Check a Final Tax Computation…

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Backing Up IRIS – Frequently Asked Questions

Q. Why can I not use my normal backup regime to backup the SQL database? A. Some software can backup SQL databases; however this is…

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The Balance column is not displayed on the Aged Debtors report

The Aged Debtors Report can be run in a number of ways. The Debtor balance column will only be displayed if the Aged Debtors report…

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Recording clients leaving and joining the practice

As of version 18.1, IRIS Accountancy now records the creation date of new clients (only client created AFTER the update). To Data Mine the Client…

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When posting an invoice – “All screens are in use for the Time Ledger”

Contents Definition/ Meaning of the Message What can be done to get clear the message Definition/Meaning of the message The message displayed means that all…

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How do I process a receipt if I am Cash Accounting (and a low turnover firm)?

Contents Introduction Introduction to low turnover firms (that are cash accounting) Posting a VAT receipt Account for VAT by ticking "account for VAT" on the…

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It is not possible to register a staff member to Time and Fees.

Contents Introductions to Package Limit Check your Package Limit Check the number of staff currently registered Set Staff who have left to "No Longer Employed"…

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Practice Management: Data Mining not displaying Tax/Accounts Production figures

The Accounts for the period end must be finalised in order for the information to be shown in Practice Management's Data Mining. Until the Accounts…

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What is the difference between a Write Out, a Write Off and Write Back?

Contents Write Out Write Off Write Back Write Out When an invoice is posted the Write Out field issued to reduce WIP. For example, if…

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