Knowledge Base
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IRIS Practice Management
Automatic completions from Personal Tax to Practice Management
Please note this is a guide to the automatic completions available and not a definitive list of what has to…
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IRIS Accounts Production
How do I reduce the number of clients on my Package limit?
The package limit is based on the number of clients with a Chart attached, e.g. ELTD, EPST. To view a…
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IRIS Practice Management
How do I delete stages from a job profile?
To delete a job stage from an existing profile follow the steps outlined below Open IRIS Main Menu and click…
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IRIS Practice Management
How do I add stages from a job profile?
To add job stages to an existing job profile follow the steps outlined below Open IRIS Main Menu and click…
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IRIS Accounts Production
Importing data from other packages into Accounts Production; warning appears
Users are required to confirm that the column order on the CSV file is as follows: Amount, Account, [Undertaking -…
kba-02069
How do I change the default rounding account?
To change the rounding account at Client level, users are required to select: Posting | Rounding Accounts | select -relevant account code(s). To…
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How do I Set up Partners, Partnership Profit Shares & Joint Capital Accounts?
Please refer to: Help | Help topics | Frequently Asked Questions | Partnerships.
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How do I Backup my IRIS SQL Database?
Below are the two methods to back up your IRIS Database that support suggest. Using the IRIS Database Manager function…
