Adding a Client - IRIS Practice Management

Introduction

This 10 minute video explains how to add a new client to your IRIS Practice Management database, and how to assign categories and create a job for the client.


Delivered by


IRIS Accountancy
IRIS Accountancy

Want to get the most from your IRIS products and discover even more ways they can benefit your practice. You have come to the right place. We want to maximise the value you get from your investment in every way possible

The tutorials are an easy way to introduce your staff to the IRIS Accountancy Suite software and to ensure they have the essential knowledge to use our tools effectively in their daily work.

Our training modules also enable staff to keep up to date with the full range of functionality, the latest new features, and enhancements released throughout the year. We also provide supplementary ‘how to’ guides and scripts to help the learning process.



Course Curriculum


  Adding a Client
Available in days
days after you enrol

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.