Practice Management: Data Mining not displaying Tax/Accounts Production figures
Article ID
ias-11916
Article Name
Practice Management: Data Mining not displaying Tax/Accounts Production figures
Created Date
24th April 2015
Product
IRIS Practice Management
Problem
In Practice Management, when using Data Mining to search for Tax or Accounts Production figures nothing is being shown, even though figures and details have been entered within Accounts Production. To search for Accounts Production figues in Data Mining:
Resolution
The Accounts for the period end must be finalised in order for the information to be shown in Practice Management’s Data Mining. Until the Accounts have been finalised then Data Mining cannot show any figures.
To finalise a set of accounts:
Log into IRIS Accounts Production from the IRIS Main Menu.
Select a client.
Select: Posting | Reports finalised
Select the appropriate entry.
Place a tick in the ‘Reports finalised’ box.
If your set of Account have been finalised however the figures still aren’t appearing in Data Mining then you will need to refresh the clients AP figures.
To do this for a single user:
Log into IRIS Practice Management from the IRIS Main Menu.
Click on Launch | Client Lookup
View the client whose figures are missing
In the Basic tab click on A/P Figures
Click Refresh
To refresh the figures in bulk:
Log into IRIS Practice Management from the IRIS Main Menu.
Click on Launch | Data Mining
In Data Mining click on File
Select Calculate Accounts/Tax Totals on the fly
Click Find
Once the Accounts figures have been refreshed they should appear in Data Mining
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