Knowledge Base
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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…
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IRIS OpenSpace
Can I change the IRIS Logo with my own within IRIS OpenSpace?
Please refer to the IRIS OpenSpace branding guide, available Here, for further details. Share This Page
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IRIS Company Secretarial
How to complete a Share Reclassification within the Share Register?
A share reclassification is when the registered capital before and after remains the same for example (using £100 as the…
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IRIS Company Formations
I cannot view my Incorporation Certificate within IRIS Company Formations
To View the Incorporation Certificate Select Reports | Incorporation Forms | View Certificate NOTE: If this field is blank please…
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IRIS Accounts Production
How do I include an Accounting Policy for Going Concern within the Accounts?
IRIS does not automatically generate an Accounting Policy for Going Concern. If users require an Accounting Policy for Going Concern…
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IRIS Company Secretarial
How do I create a customisable report within IRIS Company Secretarial?
The Customisable Report allows a multitude of different types of information to be shown in one report for a particular…
