Knowledge Base Articles

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Knowledge Base

2575 articles

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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…

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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 -…

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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…

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

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

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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…