Adding an Account
Article ID
11151
Article Name
Adding an Account
Created Date
6th April 2017
Product
IRIS GP Accounts
Problem
How do I add a new account?
Resolution
Go to “Setup” > “To alter Accounts“
Click “Add an Account” button.
You will then be presented with the New Account Helper.
This will take you through a series of steps which assist you in setting up a new Account.
The steps are:
- Give the new account a name and password.
- Decide if this is to be a Fees only account – if so no more steps are required.
- Choose the VAT settings required.
- Define the Start and End dates of the current accounting period
- Define the 4 month trial period start date (Trial users only)
- Enter the Opening Balance
- Add or check the list of partners in the practice
- Choose the set of Main and sub-codes to be used
The new account is now ready to use. You may also want to setup Direct Debits and Credits manually before starting to use the account.
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