Client Lists

Introduction

The 'client list' option is not strictly speaking a client list, as the lists print all businesses and people on the IRIS database.

There are three options:

These options print the list in client identifier order. Alternative lists are available by clicking Print on the client browser.

If you require a list of people or businesses for export to a word processor or to another database, use the Export CSV Files option.

The Business list prints the name and type of business and has indicators to show which businesses will appear as clients in the different products by placing an asterisk under a special column heading.

There are five columns titled AP, PT, BT, FA and TF representing Accounts Production, Personal Tax, Business Tax, Fixed Assets and Time & Fees.

At present the indicators are active only for AP, BT and FA. All AP clients are automatically classed as BT clients. No business can ever be classed as a PT (Personal Tax) client!

The People list prints the name and address of every person registered on the IRIS database.

The Business and people list shows the same list of businesses as the business list but under each business it lists all the people involved with the running of that business, as directors, officers, partners or as the trader (proprietor). It does not list employees.