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OS- How to change Clients Name in IRIS Openspace

Article ID
os-how-to-change-clients-name-in-iris-openspace
Article Name
OS- How to change Clients Name in IRIS Openspace
Created Date
25th February 2022
Product
IRIS OpenSpace
Problem
The Clients name in Openspace needs to be changed how should i do this
Resolution

If you want to change the name of a client in IRIS Openspace we would recommend you to follow these steps.

  • First we would suggest for you to have valid OS Credentials in IRIS Accountancy Suite please click HERE for the steps.
  • Change the clients name in IRIS Accountancy Suite.
    To access this screen, go to  PM | Launch | Client Lookup | View the client | Basic tab and change the name of the company and click Save. Alternatively, from the same screen, go to Full Names amend the name and click Save.
  • Once this is done upload a document from IRIS Accountancy Suite to IRIS Openspace. Click HERE for steps on how to do this

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