Knowledge Base

2460 articles


IRIS Accounts Production

Highest paid director emoluments totals not appearing for current or last year

Highest paid director emoluments will ony appear if they exceed £200,000 The highest paid director information will not show if…


IRIS Practice Management

Automatic completions from Personal Tax to Practice Management

Please note this is a guide to the automatic completions available and not a definitive list of what has to…


IRIS Accounts Production

How do I reduce the number of clients on my Package limit?

The package limit is based on the number of clients with a Chart attached, e.g. ELTD, EPST. To view a…


IRIS Practice Management

How do I delete stages from a job profile?

To delete a job stage from an existing profile follow the steps outlined below Open IRIS Main Menu and click…


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…


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…