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How to deregister clients from IRIS modules

Article ID
ias-12922
Article Name
How to deregister clients from IRIS modules
Created Date
14th January 2019
Product
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 Secretarial – 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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