KnowledgeBase

IAS-12922: How to deregister clients from IRIS modules

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Article ID IAS-12922
Article Name How to deregister clients from IRIS modules
Created Date 14 Jan 2019 00:00:00
Product Accounts Production
Problem How to deregister clients from IRIS modules
Resolution You need to deregister the clients. Please see the steps below on how to do this;

How to deregister clients from Accounts production – go to Client | Status | No.
To free up the licence first, take an extract (Client | Extract) then go to Posting | Post file maintenance | select client | Delete - this will remove all the postings and the chart associated with the client and therefore free up 1 licence.

How to deregister clients from Company Secreterial – Client | Deregister client

How to deregister clients from Personal Tax - Client | Status | No (Make sure no returns have been sent for that client in the tax year, and make sure there is no data) – Edit | Delete tax year data.

How to deregister from time and fees - https://www.iris.co.uk/support/knowledgebase/kb/IAS-11919
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