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

Article ID

ias-1024

Article Name

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

Created Date

9th October 2003

Product

IRIS Accounts Production

Problem

I have reached my package limit for Accounts Production, how do I reduce the number of clients registered in IRIS Accounts Production?

Resolution

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 using a specific chart, users are required to select, Setup | Accounts Chart | Highlight relevant Chart | Clients Using Chart To free up a licence for a particular client, users are required to select, 1. Client | Extract – This will only take limited information attached to the client, i.e. Account/Group description changes made at client level, Data screen information, Fixed Asset Depreciation Policies, Report Aliases, Posting Files. 2. Posting | Post File Maintenance | Highlight the relevant client | Delete – This deletes all the posting files attached to the client. 3. Client | Status | No – This removes the client from the Accounts Production Client Browser list. NOTE: Users are able to view the client within the Client Browser when ‘Whole Practice’ is selected from ‘Show clients registered in’ drop down menu. Alternatively, users can contact the IRIS Sales team on 0344 815 5550 to purchase additional licences.

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