Add your practice details

You must add your practice details as they are used throughout IRIS Elements.

1. Go to the Cog icon, then select Practice details.
2. Select Add new practice details.
3. Complete the relevant details.
   • If adding multiple practices, make sure the correct primary practice office is marked.
4. Save the changes.

5. Add the practice address.
6. Add the practice bank details.
7. If your practice acts as an accountant or auditor, enter the names and supervisory body details.

Did you know?
We've also created a video covering the same procedure above .