Send completed accounts to IRIS OpenSpace
This feature is currently only available for customers who have migrated from Taxfiler by IRIS. We will be announcing the full
Accounts in IRIS Elements Accounts Production can be sent to IRIS OpenSpace for client approval.
You can either send the accounts during the production process or when you return to an in progress account.
To access an in progress company accounts to send to IRIS OpenSpace, do the following:
The following assumes you have successfully created the connection between IRIS Elements and IRIS OpenSpace. If not, you are prompted to create the connection before the recipient is checked.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- From the Accounts Production widget, select the relevant Period.
- If there are incomplete areas, you cannot send this document until these are resolved. Complete all required areas.
- Go the Approval tab.
- Select Ready for client approval. This generates the report for approval.
- Select Send to OpenSpace then Continue to confirm. The Sent on date is updated.
All files sent to IRIS OpenSpace always go to the primary contact of this client record. If one is not found, you are prompted to create a primary contact first before attempting to resend the document.
An email notification is sent to the recipient confirming a new document is available to them. If the contact does not exist in IRIS OpenSpace, a registration email is automatically sent for them to create the account first. Both emails are sent from noreply@irisopenspace.co.uk — you must add this email address to your safe list. If the emails cannot be found, check the junk or spam folders.
- Once approved, add the signatories then submit the accounts to Companies House.
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