Knowledge Base

2325 articles

ias-1009

IRIS Practice Management

How do I add stages from a job profile?

To add job stages to an existing job profile follow the steps outlined below Open IRIS Main Menu and click on IRIS Practice Management Log…

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IRIS Practice Management

Clients are missing from Data Mining

There are three criteria set by default and these are: 1) Unregistered clients excluded As Data Mining searches are used for your clients, all unregistered…

ias-913

IRIS Accounts Production

Importing data from other packages into Accounts Production; warning appears

Users are required to confirm that the column order on the CSV file is as follows: Amount, Account, [Undertaking - Group ONLY], Narrative, Posting Date,…

kba-02069

How do I change the default rounding account?

To change the rounding account at Client level, users are required to select: Posting | Rounding Accounts | select -relevant account code(s). To change the rounding account at…

kba-02068

How do I Set up Partners, Partnership Profit Shares & Joint Capital Accounts?

Please refer to: Help | Help topics | Frequently Asked Questions | Partnerships.