Basic tab

Client | View

This is where you will find the BASIC TAB. It contains the general information of the Trust.

Address tab

Here you can add and modify the clients address.

Tax tab

This is where you will need to enter the UTR for the client.

Categories tab

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.

Related tab

This screen is used to insert or amend clients on the database that are related to the selected client.

Contacts tab

IRIS will take you to this screen automatically when you have finished setting up a new client through the client browser. Use this screen to Add, View or Share contacts.

History tab

IRIS keeps an audit trail or history of significant events against the client on the History Tab.

Examples of the type of event which would be displayed here are:

• Change of registered office address

• Change of auditor

• Change of accounting period end date

• Appointment and resignation of directors.

Most of the events in this list are triggered as and when a change is made to the database.