Knowledge Base
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IRIS Accountancy Suite Workstation setup has already been installed on this PC
Please download the windows installer trouble-shooter from Here Follow the steps and select ‘Issues with Un-installing’ and select IRIS Workstation…
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IRIS Accounts Production
How do I carry out an Extract and Replace within IRIS Accounts Production?
If a user wishes to take an Extract they can do this by following the steps below: 1. Client |…
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How do I perform a Backup of PTP Accounts Production?
To backup your PTP Accounts Production SQL Database, follow the steps below1. On your desktop locate the icon that says…
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IRIS Accounts Production
How do I Bring Forward Client Data within IRIS Accounts Production?
If a user wishes to Bring Forward Client Data they can do this by following the below steps: Edit |…
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IRIS AutoMail
Errors When Generating Letters Within AutoMail
Many problems with AutoMail can be resolved by following the steps detailed in our guide, Fixing General AutoMail Problems, available…
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IRIS Practice Management
When I view a client I cannot see attributes, jobs, task or the notes tabs, why?
If you find that when viewing a client there are no attributes, jobs, tasks or notes tabs this is because…
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Unable to update IRIS when using IRIS Docs
You are required to stop the IRIS Docs services prior to running an update of IRIS. Following the steps below…
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IRIS Accounts Production
How do I add or amend the Partner/Member profit share?
The Partner/Member profit share is set from the following screen: Edit | Partner/Member Profit Share To add a new profit…
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IRIS Practice Management
Login Prompt Not Appearing when Loading Practice Management
This is likely to be occuring because Practice Management is still open. You will need to close the PM Icon,…
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IRIS Practice Management
Why am I unable to delete a task in Practice Management?
There are several constraints on deleting the task. The task itself must have the status `Not Started` and also you…
