Manage client relationships

The Relationships tab allows you to view current and past relationships for each client and add new relationships. 

You can filter by relationship type and risk profile.

View relationships

  1. On the menu bar, select Clients. 
  2. Select a client then select the Relationships tab. Current relationships are shown. To view all relationships, slide the Show past relationships toggle.
  3. To filter the list, choose a filter button and select Save.
  4. To add a relationship, select Add relationship and enter the details. 

Add a relationship

You can add relationships for directors, secretaries, and PSCs.

To add other relationships, save the record and continue in IRIS Accountancy Suite.

  1. In the Relationships panel, select Add new relationship.
  2. In the Client name box, enter the name of the director or PSC. Select Search. 
  3. Locate the correct client and select Select.
  4. On the Relationship list, select Director or PSC.
  5. If you selected Director, enter the Occupation. If you selected PSC, enter the Nature of control.
  6. Select the check box to confirm consent to proceed with an ID check.
  7. Select Save & return to go back. (To add more relationships, select Save & add another).