Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3040 articles

ias-11903

When logging into OpenSpace clients are redirected back to the login screen

To fix this they need to change privacy settings in the browser to allow content/cookies to be stored locally. Chrome: Go to ://settings/content in your…

ias-11901

“My staff member cannot login to OpenSpace or upload into OpenSpace from IRIS”

Please ensure that the staff member’s email address setup for OpenSpace and Password are entered within IRIS. To verify the details are entered, from the…

ias-11902

How do I send a customised Email Template?

A customised E-Approval can be created by selecting the following within OpenSpace: Click: Settings | Customisation | Email Templates | Select relevant template from the…

ias-11904

How to change the client’s email address within OpenSpace?

You can no longer change a user's e-mail in Openspace. You must either delete them as a user and then re-add them or if the…

ias-11887

Balancing charge on general pool and FYA additions

Business Tax is carrying out the calculations correctly. Expenditure on assets on which FYAs have been claimed is not pooled immediately. Instead it is added…

ias-11889

Group Franked Investment Income

Dividends received from group companies should not usually be included within FII On Version 1 Charts (IRIS) 1. Go into Set up | Business Tax…

ias-11890

Statements from Enquiries | Account details are different to Bulk Statements

Contents Introduction Fees Account Display Statement Bulk Statement Introduction A statement is a document sent to a client to display the debt amount due. For…

ias-11898

Will IRIS Work Over A VPN

It is possible to use IRIS over a VPN connection BUT only when used with Terminal Services or Citrix. IMPORTANT: Using IRIS over a VPN…

ias-11899

How to produce mailing labels in IRIS using Practice Management?

Within IRIS you can export a csv file containing your client details. For example, client address and contact details. This csv file can then be…

ias-11897

The tax return cover does not detail the payments on account?

To Produce an AutoMail Template to show payments on account: Check a Final Tax Computation has been run within IRIS Personal Tax Check the Correct…