IRIS Elements video library
Each video has been made to help you get the most out of IRIS Elements.
Getting started
| Title | Description | |
|---|---|---|
|
Get started |
A brief tour around the system and an introduction to the most common tasks you'll perform in IRIS Elements. |
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Explore the dashboard |
A brief tour around IRIS Elements' home page and how you can tailor it to suite your needs. |
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Adding users |
A step-by-step guide to adding users to your IRIS Elements setup. |
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Add practice details |
A step-by-step guide to adding your practice's details to IRIS Elements |
Client management
| Title | Description | |
|---|---|---|
|
Add new clients |
A step-by-step guide to adding clients to IRIS Elements |
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Importing client records |
A step-by-step guide to importing client records into IRIS Elements |
IRIS Elements Accounts Production
| Title | Description | |
|---|---|---|
|
Start an accounting period |
A step-by-step guide to starting a new accounting period |
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Set up an accounting period |
A step-by-step guide to set up an accounting period |
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Manually enter or import trial balances |
A step-by-step guide to importing trial balances |
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Input or import trial balances (Professional) |
A step-by-step guide to importing trial balances into IRIS Elements Accounts Production Professional |
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Enter partnership profit share |
How to enter your partnership's member profit share |
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Run a trial balance report |
A quick video describing how to run a trial balance report |
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Adjust journals and run trial balance reports |
A quick video describing how to adjust your journals then run the trial balance reports |
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Generate your client's accounts |
A step-by-step guide to generating your client's report for their approval |
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Obtain approval for your client's accounts |
A step-by-step guide to sending accounts out for approval |
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Submit client accounts |
A step-by-step guide to submitting your client's accounts to Companies House |
IRIS Elements Practice Management
| Title | Description | |
|---|---|---|
|
How Practice Management works |
An introduction to IRIS Elements Practice Management |
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Email and text messaging |
An introduction to the email and text messaging feature of IRIS Elements Practice Management |
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Set up services and jobs |
A step-by-step guide to services and jobs in IRIS Elements Practice Management |
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Manage jobs and tasks |
A step-by-step guide to jobs and tasks in IRIS Elements Practice Management |
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Task completion |
A step-by-step guide showing how to complete IRIS Elements Practice Management tasks |
IRIS Elements Tax
| Title | Description | |
|---|---|---|
|
Get started with tax |
An introduction to IRIS Elements Tax |
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Set HMRC and MTD connections |
A step-by-step guide to connecting IRIS Elements Tax with HMRC. |
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Submit a personal tax return |
A step-by-step guide to creating and submitting a personal tax return with IRIS Elements Tax |
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Submit a business tax return (without accounts) |
A step-by-step guide to creating and submitting a business tax return with IRIS Elements Tax |
IRIS Elements Trust Tax
| Title | Description | |
|---|---|---|
|
Submit a trust tax return |
A step-by-step guide to creating and submitting a trust tax return with IRIS Elements Trust Tax |
IRIS Elements VAT Filer
| Title | Description | |
|---|---|---|
|
Submit a VAT return |
A step-by-step guide to creating and submitting a VAT return with IRIS Elements VAT Filer |