Knowledge Base Articles

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IRIS Practice Management Knowledge Base

44 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

IAS - 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…

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

This migration guide addresses how to migrate the database to a new full installation of IRIS Before completion of the…

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…

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…

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'…

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…

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…

ias-12458

IRIS Practice Management

How to change Job Partner or Job Manager in bulk

Please follow these steps to change Job Manager or Job Partner in bulk: 1. Open Practice Management 2. Select Launch…

ias-12460

IRIS Practice Management

How to change Job Assignee in bulk

Open Practice Management | Launch | Job PlanningSelect the service in the top left corner then click on findHighlight the…

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IRIS Practice Management

How to get payment on account information in data mining

Please follow these steps to get payment on account in data mining: 1. Open Practice Management 2. Select Launch |…