Add acting auditor, accountant names and supervisory body

This setting determines how your practice is referred to when acting as an accountant or auditor, i.e. how the name will appear in accounts.

  1. From the cog icon on the top bar, select Practice details. Select the required practice or add a new one.
  2. From Acting auditor/accountant names, select Add names.

    To edit or delete existing details, select the 3 dots icon.

  3. Select your practice's Supervisory body from the list then enter the name to be used When acting as an accountant and When acting as an auditor.

    The Supervisory body selected will affect the content of accounting reports if IRIS Elements Accounts Production is in use.

  4. Choose whether you want the name to appear in plural or singular form, then select Save.