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Below describes each option from the File menu on the toolbar in more detail.
There are several options under this menu which are as follows:
Search Addresses
Tools
CH Web Check
Exit
Selecting File | Search | Addresses displays a list of all addresses created on the IRIS database in postcode order. This screen can be used to check addresses contained in the database to ensure existing addresses are shared rather than duplicated. A search can be carried out for an address using the search criteria at the bottom of the screen.
Criteria which can be searched on are:
Postcode
Town
County
OR search manually by scrolling up and down the list using the bar on the right hand side of the screen.
Clicking View displays the full details of the highlighted address.
The Address Details screen has the following options:
Next and Previous, which can be used to scroll through the addresses.
Usage will display the details of the clients that use the selected address.
This screen is also able to show non-clients that use this address by selecting Others at the bottom left hand side of the screen. Click Close to exit back to the Address Details screen, or to display the basic client details for the client click View.
Close to exit out of this screen
Clicking Close on all these screens will go back to the main program screen.
The options available here are documents that may be requested by IRIS support.
Go to File | Tools | Latest Diagnostic. This opens up a diagnostic of Company Secretarial/Company Formations in a notepad file.
Go to File | Tools | S/D Error Log. This will open up an error log in a word padnotepad file.
In Company Secretarial only, go to File | Tools | Batch Event Date Stamp. This option should be used to mark all logged Companies House Forms for a specific client or all clients within a specified date range as having been printed. This tool is useful when first starting to use Company Secretarial and other programs in the practice suite were used for a period prior to this.
In Company Secretarial only, this option is a link to Companies House Web check service where searches can be performed for Companies.
Go to File | Exit. This closes out of the program.