Knowledge Base Articles

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IRIS Practice Management Knowledge Base

49 articles

ias-12468

IRIS Practice Management

Datamine for Gross Income on Land and Property

The three fields mentioned below will be available to datamine within the 17.2 update of Iris Accountancy Suite. This is…

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IRIS Practice Management

Timesheet Time postings tab not showing in PM

The timesheet time posting tab is only available if users are using 'Grid timesheet screens'. Please see the steps below…

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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 change Job Assignee in bulk

Open Practice Management | Launch | Job PlanningSelect the service in the top left corner then click on findHighlight the…

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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 |…

ias-12459

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

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).…