IRIS Practice Management Frequently Asked
Questions
Click the 
icon to see the answer:
Is the email facility
in Practice Management compatible with office 365 or 64 bit office?
The email facility is currently only compatible with 32 bit MSI versions
of Microsoft Office. Click to Run versions of Microsoft Office is not
currently compatible with IRIS.
Why are Tax/Accounts figures not showing
in Data Mining?
Providing the final tax return/accounts have been ran, the figures should
automatically populate in IRIS Data Mining. If the figures have not pulled
through the data can be refreshed to correct this. Please refer to KB3903
for further details.
Why does Practice Management show twice in
the logins for IRIS?
Practice Management will show twice as it opens two components, the staff
control panel window and the PM icon in the system tray (in the bottom
right hand corner of windows). The two Practice Management Logins will
only use one of the available licenses.
Clients are missing from Data Mining
When searching in Data Mining, with no criteria set, why does the display
not show all the clients?
Resolution
There are three criteria set by default and these are:
Non-clients excluded
As Data Mining searches are used for your clients, all non-clients are
excluded. To include non-clients use the Form
| Client Type - and select non-clients and click Add
To List.
Clients with a D.O.D. (date of death)
As Data Mining is heavily linked through to AutoMail clients who are deceased
will not form part of the standard search. To include deceased clients
use the Field | Individual
| Date of Death, and set to Anytime and click Add
To List.
Confidential Clients
Clients marked as confidential will not appear in any Data Mining search.
With these criteria in, and no others, the display should now represent
your full client and non-client database.
Tax/Accounts figures not transferring through to practice management/data
mining
Only finalised tax returns/accounts data will appear in IRIS Data mining,
click here
for more information.
How to ensure clients jobs appears on the job/job stages tab on the
Practice Management staff control panel
A client’s job will not appear on either the jobs or job stages tab on
the staff control panel within Practice Management if there is no due
date/staff member responsible.
Can job assignee/job manager/partner be changed in bulk?
Click here for a step by step guide to change job assignee/manager/partner.
Please note this advises how to change the overall job assignee/manager/partner,
however job stages can not be changed in bulk.
How can I add new clients using the new client browser in 18.1?
To add new clients click the '+' symbol towards the top right hand corner
of the new browser. This will open the window which provides you
with the options of how to create the client (previously available in
the older browser)
I am unable to access a client with a password on the account, I'm sure
I am entering the correct password and the forgotten button is not showing?
Upgrading to 18.1.2 will allow you to obtain access to the client. The
download file for this version of IRIS can be found here (linked to https://www.iris.co.uk/support/iris-accountancy-suite-support/download-software/downloads-2/)
I have been using Practice Management and now need to log in as a different
user but I am not being prompted for a login?
Practice Management is still open. You will need to close the start centre,
which is open in the bottom right-hand corner of your screen. Right-click
on the PM icon in the system tray and click Close
to fully log out.
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 PM is not loaded. Go to the Main Menu and
log into Practice
Management.
There are no profiles attached to my jobs, why?
If you find that your jobs do not have profiles assigned to them, it is
because the standard job types in the system are not set up.
Why can I not create a task in Practice Management?
When using PM if you cannot create a task it is because the task privileges
are not set up.
To resolve:
Enter system maintenance as MASTER.
Go to System | Browse
Staff Members | Maintain Staff
File
Highlight the staff member you wish to set up and click View.
Select the Allowed tab.
Scroll down the list of privileges until you reach the Task
privileges.
Click on the red cross (it will change to a green tick) for the permissions
you wish to set.
Click Save.
I would like to delete a task, but seem unable?
There are several constraints on deleting the task. The task itself must
have the status `Not Started` and also you must be the owner of the task.
To confirm the task owner view the task and the task owner will be on
the top of the Task details.
How do I create, edit or delete a client attribute?
Log into System Maintenance as MASTER.
Go to Practice Management | Client Attributes
Use the New, create or edit options as required
I wish to categorise my clients should I use Client Categories or Client
Attributes?
Use attributes if the categorisation is a simple Yes or No, for example,
do I send the
Tax newsletter to the client. Use categories if there are more options,
for example, 2005 Grade where clients are gold, silver or bronze.
Note: There is a system maximum
of 6 Client Categories and no limit to the amount of attributes.
I am using the Find Clients screens, outside of Practice Management,
and cannot search by attribute.
PM is not loaded it needs to be running to search by attribute. Ensure
that there is a PM icon in the system tray.
After I have marked all profiles within a client job, I want to mark
the job as complete and how do I do this?
To mark the job as complete go to:
From the PM icon, Client Lookup.
View the client in question and select the Jobs
tab.
Highlight the job and then click View.
Select Completed.
I have created a job against a client in error. Can I delete it?
Yes go to:
From the PM icon, Client Lookup.
View the client in question and select the Jobs
tab.
Highlight the job and click View.
Click Delete.
If you then get the message:
Cannot Delete this record - Job recurrence has profile data stored against
it.
You will then need to highlight the job and then click Profile.
In this screen you will then have to clear the columns Staff, Date and
Notes, such that
there are no entries against any of them. Once this has been completed
you will then be able to View the job and delete.
