How do I turn off the self-assessment functionality in OpenBooks?

Article ID

ias-11515

Article Name

Created Date

3rd December 2013

Product

Problem

How do I turn off the self-assessment functionality for my IRIS OpenBooks clients?

Resolution

Users are required to set their clients access level to 6 or below. This will then hide all tax screens in IRIS OpenBooks. Select – Edit Client details|set the owner access slider to the ‘Banking’ option or lower

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