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Displayed are the various methods in which clients can be grouped together. These can be used for display purposes within the client maintenance screen, and for reporting purposes.
Displayed are the staff members that are responsible for the client.
These include partners and staff managers:
Partner - type the identifier of the partner, or select using the magnifying glass to associate the partner with the client.
Click here for the help topic for creating a partner.
Staff - Manager Type in the identifier of the staff manager, or select using the magnifying glass to associate the staff manager with the client.
Client categories are a way of grouping clients together.
Displayed are the client categories that have already been setup within the Practice Management Options.
To associate a client category with a client type in the identifier of the client category component, or select using the magnifying glass. For example, the client category of 'Counties, could contain the components of the various counties of the UK.
SIC Codes are used to describe the nature of the business. To set the relevant SIC codes for the client, select the magnifying glass next to SIC code field(s) which will launch the SIC code database, where selection can be made. Options are also available to create New codes if required and to Print a full list of codes.
The UK SIC codes database has been updated to use UK SIC 2007 codes only. Where UK SIC 2003 codes had previously been selected, these will continue to be used/displayed until selection is made to update them.
An indication is given adjacent to the SIC code field(s) as to which code is currently being used e.g. UK '03 or UK '07
When selecting to magnifying glass next to the SIC code field(s) where an '03 code is being used a prompt will appear to update to '07 equivalent with recommendations provided.
Once a SIC code has been update to use a UK '07 code it can not be restored to '03.
If preparing an Annual Return within Company Secretarial with a made up to date before 1st October 2011 (which requires UK SIC 2003 codes) an option is provided on the Annual Return Date History Item to manually 'Override SIC Code'.
The UK SIC Codes included in IRIS have been reproduced using the documents available from the Office of National Statistics https://www.ons.gov.uk/ons/guide-method/classifications/current-standard-classifications/index.html
Displayed is the Client Group field. Clients of similar nature can be grouped together for reporting purposes into Client Groups. For example, Limited companies can be grouped together for Corporation Tax Payments
To associate a client group with the client type in the identifier of the client group, or select the client group using the magnifying glass.
Clients start date can be stored here using the Client Start Date text box and calendar icon. This date will be also recorded in Audit trail in System Maintenance.
Creating new Client service will also prompt to automatically update the Client Start Date field.
Adding New Client will automatically update the Client Start Date filed.
Clients Terminated date cane be stored here using Client Terminated Date text box and calendar icon. This date will be recorded in System Maintenance. This filed will be enabled only if the user has 'Mark client as Ex-Client' privilege selected in System maintenance