Administration

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How is an item on the client account unmatched so that it can be edited or deleted?

Items flagged with an 'M' have been matched and cannot be deleted or edited unless they are first unmatched.
To unmatch an entry, highlight it on the client account and click Match. This will list the items that are matched or could be matched to the selected entry. Highlight the item matched and press the <spacebar> to unmatch it. Click Save to save the change.

Can IRIS print a form 64-8?

Yes. It is accessed via the edit client details screen in administration or via the central client maintenance screens.