How do I upload Accounts from Accounts Production into OpenSpace?

Article ID

ias-11758

Article Name

Created Date

28th July 2014

Product

IRIS OpenSpace

Problem

How do I upload Accounts from Accounts Production into OpenSpace?

Resolution

To upload a set of accounts users are required to do the following: Select the relevant client Click Reports -> Annual and then Tick Word Processor or PDF (depending which you require). Tick the option to ‘Upload to OpenSpace’ and then click OK.

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