IRIS Practice Management Knowledge Base

49 articles

ias-12462

IRIS Practice Management

How to get payment on account information in data mining

Please follow these steps to get payment on account in data mining: 1. Open Practice Management 2. Select Launch |…

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IRIS Practice Management

How to change Client Partner or Client Manager in bulk

Please follow these steps to change Client Manager or Client Partner in bulk: 1. Open Practice Management 2. Select Launch…

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IRIS Practice Management

Communications tab crashing on particular clients

This issue is currently a defect in the Iris Accountancy Suite, however the below steps will resolve the issue as…

ias-12458

IRIS Practice Management

How to change Job Partner or Job Manager in bulk

Please follow these steps to change Job Manager or Job Partner in bulk: 1. Open Practice Management 2. Select Launch…

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IRIS Practice Management

How to deal with disengaged clients in Practice Management

Due to legislation which requires you to keep a copy of client data for a set period of time, it…

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IRIS Practice Management

What Is the 'Other identification' field for?

The field' Other Identification' field was brought in for money laundering purposes, and is designed as a place for a…

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IRIS Practice Management

What do the Task browser text styles signify?

The Task Browser text styles are as follows: Bold - The user's unread Tasks. These are tasks that are assigned…

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IRIS Practice Management

Data Mining search for Latest registered APE (Accounts Period End)

Open the IRIS Main Menu and click on IRIS Practice Management The 'Staff control panel' will be displayed Go to…

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IRIS Practice Management

Recording clients leaving and joining the practice

As of version 18.1, IRIS Accountancy now records the creation date of new clients (only client created AFTER the update).…

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IRIS Practice Management

Practice Management: Data Mining not displaying Tax/Accounts Production figures

The Accounts for the period end must be finalised in order for the information to be shown in Practice Management's…