Knowledge Base Articles

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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 be done. This is for…

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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 list of clients that are…

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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 on IRIS Practice Management Go…

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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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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,…

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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 change the rounding account at…

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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?

Below are the two methods to back up your IRIS Database that support suggest. Using the IRIS Database Manager function Follow the steps below to…