Frequently Asked Questions

Practice Management

Frequently Asked Questions for Practice Management

Can't find what you are looking for or have a suggestion for a new article or guide, take our short survey and tell us here

frs training

Share This Page


Clients are missing from data mining

Open

There are three criteria set by default and these are:

1) Non-clients excluded
As Data Mining searches are used for your clients, all non-clients are excluded. To include non-clients use the Form | Client Type - and tick non-clients and click on Add To List

2) Clients with a D.O.D. (date of death)
As Data Mining is heavily linked through to AutoMail clients who are deceased will not form part of the standard search. To include deceased clients use the Field | Individual | Date of Death, and set to Anytime and click on Add To List.

3) Confidential Clients
Clients marked as confidential will not appear in any Data Mining search.

With these criteria in, and no others, the display should now represent your full client and non-client database.

Tax/Accounts figures not transferring through to practice management/data mining

Open

Only finalised tax returns/accounts data will appear in IRIS Data mining, please refer to KB IAS-11916 for more information

How to remap IRIS Communications after a server move

Open

After moving servers the link for communications will need to be pointed towards the new server, for further assistance please refer the IRIS Help Centre

How to ensure clients jobs appears on the job/job stages tab on the Practice Management staff control panel

Open

A client’s job will not appear on either the jobs or job stages tab on the staff control panel within Practice Management if there is no due date/staff member responsible.

Clients not appearing on Workflow/job planning reports

Open

IRIS refers to clients with a particular service when running the Workflow report/job planning report. For clients to appear they must have both a service and job for the specified activities, e.g. Accounts, Personal tax, etc.

In addition to this the service must not have a termination date entered.

IRIS on Twitter IRIS blog IRIS on LinkedIn IRIS on YouTube