Creating or Selecting a Client

Creating a new client - new to IRIS database

From the Client menu select New

IRIS will present a series of screens to collect the basic information required when setting up a new client.

It is also possible to use the New button on the client browser. A person created using the New button will not be given client status. Refer to one of the two methods below to select a person and give them client status.

Select person created in Accounts Production or Time & Fees - Method 1

 Enter the identifier straight into the client id box and hit Return. IRIS will ask if you wish to make that person a client, answer ‘Yes’.

Select person created in Accounts Production or Time & Fees - Method 2

Click on the magnifying glass beside the client id box to use the client browser. Click the ‘Whole practice’ blob in the ‘Database view’ section. The list of people will now show all personnel on the database. Select the person from the list. IRIS will ask if you wish to make that person a client, answer ‘Yes’.

Change client details (including client identifier)

Select the View (Change) option from the Client pull-down menu. It is also possible to use the View button on the client browser.

The information in the central database is organised over a series of tabbed data entry screens.

Setting a client password

Select the client and select the View option from the Client pull-down menu.

Choose the confidential client option from Advanced button on the client maintenance screens.

Removing a client from the client list

Select the person currently appearing on the client list and select the Status option from the Client pull-down menu. Select 'No' to remove them as a Personal Tax client, but retain them as a client on the Whole Practice database.