Knowledge Base

2455 articles


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…


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 -…


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…


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

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


How do I Backup my IRIS SQL Database using the IRIS Database Manager function?

Follow the steps below to take a backup of the IRIS SQL database using the installed IRIS Database Manager Utility…