View client relationships
The Relationships tab in any client record allows you to view any potentially high-risk relationships the client has with other clients or third-parties.
The Relationships tab allows you to view current and past client relationships. You can add a new relationship in IRIS Accountancy Suite.
- On the menu bar, select Clients.
- Select a client then select the Relationships tab. Any current relationships, including active officers and PSCs, are shown.
- To show only current or only past relationships, toggle the Show past relationships switch.