Personal Tax- E-checklist red text: 'Cannot connect to IRIS Openspace' or Creator of this fault did not specify

personal-tax-e-checklist-red-text-cannot-connect-to-iris-openspace

Personal Tax- E-checklist red text: 'Cannot connect to IRIS Openspace' or Creator of this fault did not specify

17th January 2022

IRIS Personal Tax - E-checklist client list and you get a red text: 'Cannot connect to IRIS Openspace, the results below will not display up top data status etc OR Creator of this fault did not specify

If you have any issues uploading/importing e-checklists etc for all clients this its usually your own Openspace credentials (either your email or password) is having an issue accessing openspace. If it only affects 1 certain client yet it works for other clients then it could be a issue with your clients email address and their OS account etc.

1. Check your own OS login, see steps below. If you confirm your OS login is correct then go to Step 2.
2. Check the affected clients OS accounts, see steps below.
3. As a test – Generate a new e-checklist for 1 random client (not the very 1st client on your list) and upload it, if it uploads fine then it could be a issue with certain client when you try and upload for ‘all’ clients. If your OS login was incorrect you wouldn’t be able to upload any any client.

1.Log into IRIS with your normal login eg not using another login like MASTER etc (unless you use that login all the time)

2. File | System Maintenance

3. Staff | Staff Maintenance – Highlight your staff ID and click on View

4. IRIS Openspace fields – Go to the Email & Password boxes (It must be the users full email address and able to log into openspace directly). Click ‘Validate’ and check if that’s ok. IRIS is checking if this password/email is valid and recognised in Openspace. If invalid then either the email and or password is incorrect.

5. If it fails to validate then remove both entries and Type in your email and password again

6. If fails to validate again then login to the IRIS Openspace website directly- https://www.irisopenspace.co.uk/Account/LogOn

7. If it fails – Use the ‘reset password’ on the  OS login screen and put in new password – then change the password on IRIS staff maintenance screen as as well (step 2 onwards)

8. If its only 1 client affected (yet other clients are working fine) then its less likely to be your OS login/password. Ask that affected client to login to their IRIS account and register it (ask they reconfirm their email address and check that address against your IRIS records). Once they have confirmed to you they have registered then try again on the echecklist etc.

Documents not uploaded, Creator of this fault did not specify– if you also get this warning with the name of the user

This means three things – either the USER and/or clients Openspace accounts have not been set up correctly and not linked them using Practice Management(PM):

User has not be added into Openspace– login to OS as the Admin, check if the users are listed. If not then add the user(s),save and exit OS, Back in PT regenerate the checklist and upload. 

Using Practice management: You will also have to link the client to the OS client in Practice Management.

Users may not have added the clients in openspace– Go to your OS, Home, Clients – Edit Client – OR Click New Client. Enter the clients details. Once done, exit and then regenerate checklist and upload.

Get warning: ‘Invalid agent credentials‘ when trying to load a file to a Clients Openspace? This could be a issue with your OS LOGIN or the clients Openspace account. First login to the IRIS Openspace website directly- https://www.irisopenspace.co.uk/Account/LogOn with your OS login credentials, if it fails then use the ‘reset password’ on the  OS login screen and put in new password – then change the password on IRIS staff maintenance screen as as well (step 2 onwards above). IF it works- ask another IRIS User on another pc to try and send the same files to the same clients Openspace as there could be a issue on the clients OS account and not your own login.