IRIS Help Centre

Welcome

The IRIS Help Centre is a valuable resource full of easy to find, knowledgeable insights and guidance, on all aspects of our products.

Find information from experienced contributors by navigating through the table of contents or search using key words.

 

For all product FAQ's, click here.


New or Recently Updated (last updated 05 October,2017) 

 

Creating an OpenSpace Practice Account New

OpenSpace Client guide New

OpenSpace e-checklist New

OpenSpace Electronic Approval New

OpenSpace Security New

IRIS Payroll Professional & Business integration New

Branding and Customising the OpenSpace Portal New

Setting up a new folder in IRIS Docs New

IRIS Docs client installation New

IRIS Docs - Setting up a Hosted Exchange New

How to add new fixed values in IRIS Docs New

How to grant Intray access New

How to link IRIS Docs to a network scanner New

IRIS Docs - How to move documents in bulk New

 

How to upgrade IRIS Docs New

0 search results in IRIS Docs New

Documents not showing in IRIS Docs New

IRIS Docs addins not showing on Office programs New

IRIS Docs - metadata reindex New

Unable to initialize IRIS Docs Email Assistant New

User(s) unable to access IRIS Docs New

How to resolves issues with font and double-line spacing Updated

 

 

Technical

How to create the IRIS Logins New

IRIS SQL Server Database maintenance New

 

 

 

IRIS Accountancy Suite Summer Release Out Now

Release Overview

The IRIS Accountancy Suite Summer 2017 release sees a wealth of new functionally, efficiency gains and productivity enhancements as well as all the required compliance changes.

 

Making Tax Digital

Understanding the impact on your practice

  • IRIS Practice Management Data Mining has been updated to enable the search for clients with gross trading income and gross land & property income with a turnover above the VAT threshold.

IRIS Personal Tax

  • Includes the functionality to cater for the new restriction of finance cost relief for individual landlords.

HMRC Exclusions and tax calculation corrections

  • Following detailed reviews and communications it has been confirmed that in six specific scenarios HMRC have made errors within the 2016/17 tax calculation for individuals.

    Details of the specific scenarios and how IRIS handles them can be found here.

Accounts Production - Charities

  • The Academy reports have been updated to allow preparation of accounts

  • The auditors’ report for both charities and academies have been updated for the revised ISAs

Company Secretarial

  • From the 26th June 2017, details regarding Persons of Significant Control will no longer be incorporated on the Confirmation Statement, instead PSC forms will be produced as and when changes to PSCs occur.

Time & Fees

  • Easier access the detailed WIP write out of an Invoice or distribution of WIP written back for a Credit note.

Client Dashboard enhancements

  • Billing History Widget has been enhanced to help you quickly drill-down to the actual posting or its additional information.

For more detail click here.

For the full feature list click here.