IRIS Practice Management Knowledge Base

50 articles

end-of-life-for-sql-2008-and-2008r2

IRIS Business Tax, IRIS Accounts Production, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail

End of Life for SQL 2008 and 2008R2

Our guidance on this would be not to upgrade your existing instance but to create a new instance and restore a copy of your database via a…

iris-accountancy-suite-migration-guide-ias-71022

IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Trust Tax, IRIS SA700, IRIS Fixed Asset Register, IRIS Charity Formats

IAS-71022 : IRIS Accountancy Suite Migration Guide

Before completion of the migration it is advised that you remove the licenses from the existing installation.This is so that your licenses are free on…

ias-12800

IRIS Practice Management

Users currently experiencing perofrmance issues when using IRIS Openspace

We currently have a ticket logged with the product development team. Some changes have been made to the system which should help with these issues.…

ias-12774

IRIS Practice Management

Unhandled Exception when uploading multiple documents to OpenSpace

This call is currently logged to the product development team. In the meantime the workaround is to upload the documents individually.

ias-12755

IRIS Charity Formats, IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Fixed Asset Register, IRIS SA700, IRIS Trust Tax

IAS-12755 : IRIS crashing when using the new 'Blue' client browser

We currently have this logged with the IRIS development team. In the meantime there is the workaround shown below which will revert the client browser…

ias-12713

IRIS Practice Management

How to assign job Partners/Managers/Assignees in bulk

From practice management, Launch | Job Planning - Select Service - Tick all stages under 'Include Jobs', Ensure 'All Clients' are selected under 'Include Clients'…

ias-12483

IRIS Practice Management

Report to show all client email addresses

To run a report to show all client email addresses please follow the steps below - Within the client broweser of any Iris Accountancy Suite…

ias-12468

IRIS Practice Management

Datamine for Gross Income on Land and Property

The three fields mentioned below will be available to datamine within the 17.2 update of Iris Accountancy Suite. This is currently scheduled for July 2017.…

ias-12467

IRIS Practice Management

Timesheet Time postings tab not showing in PM

The timesheet time posting tab is only available if users are using 'Grid timesheet screens'. Please see the steps below on how to make this…

ias-12460

IRIS Practice Management

How to change Job Assignee in bulk

It is not currently possible to change the Job Assignee for multiple jobs in bulk. This action is due to be added in the 17.3.0…