Knowledge Base Articles

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3027 articles

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How to change the client’s email address within OpenSpace?

You can no longer change a user's e-mail in Openspace. You must either delete them as a user and then re-add them or if the…

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Balancing charge on general pool and FYA additions

Business Tax is carrying out the calculations correctly. Expenditure on assets on which FYAs have been claimed is not pooled immediately. Instead it is added…

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Group Franked Investment Income

Dividends received from group companies should not usually be included within FII On Version 1 Charts (IRIS) 1. Go into Set up | Business Tax…

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Statements from Enquiries | Account details are different to Bulk Statements

Contents Introduction Fees Account Display Statement Bulk Statement Introduction A statement is a document sent to a client to display the debt amount due. For…

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Will IRIS Work Over A VPN

It is possible to use IRIS over a VPN connection BUT only when used with Terminal Services or Citrix. IMPORTANT: Using IRIS over a VPN…

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How to produce mailing labels in IRIS using Practice Management?

Within IRIS you can export a csv file containing your client details. For example, client address and contact details. This csv file can then be…

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The tax return cover does not detail the payments on account?

To Produce an AutoMail Template to show payments on account: Check a Final Tax Computation has been run within IRIS Personal Tax Check the Correct…

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How to produce mailing labels in IRIS using AutoMail?

Within IRIS you can export a csv file containing your client details. For example, client address and contact details. This csv file can then be…

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Does IRIS Provide A Built-In Backup procedure?

For those running SQL Server on the same machine as the IRIS installation there are silent backups installed within Scheduled Tasks. NOTE: While these scheduled…

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Credits and write out are not being matched to further time posted

Check the Options | Time Ledger | Unabsorbed. Is the "Leave write out credit unmatched and match it manually later" at the bottom of the…