How do I run a 'Client List' with 'Business Year End Dates'?

Article ID

ias-12194

Article Name

Created Date

8th December 2015

Product

IRIS Accounts Production

Problem

How do I run a 'Client List' with 'Business Year End Dates'?

Resolution

Select Client | Select | Print | Client List

KB12194 | How do I run a 'Client List' with 'Business Year End Dates'?

Select the List tab then click By list and then select Find

KB12194a | How do I run a 'Client List' with 'Business Year End Dates'?

An ‘IRIS Data Mining’ screen will appear.

KB12194b | How do I run a 'Client List' with 'Business Year End Dates'?

Under Add Criteria select Form and click the magnifying glass to give a list of options.

KB12194c | How do I run a 'Client List' with 'Business Year End Dates'?

Select Business Year End Months

KB12194d | How do I run a 'Client List' with 'Business Year End Dates'?

Select the required months or click Select All and then OK. Click Add to List to include the chosen criteria then click Find. A list of clients will then appear. Note: These can be sorted on screen by clicking each of the column headings. If the list is to be printed select File | Print and make the selection of output as normal.

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