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This topic explains how the Current Accounting period tag works and how to insert it into your template.
The current accounting tag will take the last registered accounting period end date before today's date. For example, if the date today is the 28/2/12, and the registered accounting periods include:
28/2/11
28/2/12
This tag would pick up 28/2/11
For more information, click here.
To view your accounting periods in the database:
From the IRIS Main Menu, click IRIS AutoMail.
Click Client.
The client browser displays. Click on the required business client and click View.
The client screen displays. Click the Basic tab and click Periods.
Your Accounting periods display.
To insert the current Accounting tag into your template:
From the IRIS Main Menu, click IRIS AutoMail.
The IRIS AutoMail - Letter request Browser displays. Click Templates.
The IRIS AutoMail - Letter template maintenance screen displays.
Click on the folder that you would like to save the template to, for example, User folder.
Click New Template.
The New template screen displays. Enter a description in the Template Description field.
Click the magnifying glass next to the Based On field.
The Select screen displays. Locate the base template (How do I create my own custom template).
Ensure the correct context type is being displayed. In this example, select the 'Accounts' context type.
Click OK. The template displays.
Minimise Word. The Tag Selection screen displays.
Click the + sign next to client accounts info.
Click the + sign next to Accounting Period.
Select the Date accounting period ends on option.
Click Refresh.
Maximise Word
Place the curser where the tag is to be inserted.
Click the Mailings tab. In the Write & Insert Fields section, click the Insert Merge Field down arrow.
Select LMCLAPENDDATE and click Insert. Click Close.
Minimize Word and click Save in the Tag Selection screen.
How to insert the Current Accounting period tag in AutoMail