Accountant Frequently Asked Questions

Most recently added FAQ's

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How do I sign up?

First complete the registration form; you will then receive an email. Click the link in the email to activate your account and create your password.

If you do not receive an email, check your junk/spam email folder.

Also add noreply@irisopenspace.co.uk to your safe senders list.

I've signed up but have not received the activation email?

If you did not receive an email check your spam/junk folders and add noreply@irisopenspace.co.uk to your safe senders list.

If you can’t find the email click the Forgot your password? Link on the login page and submit your email address, you will then receive a password reset link which will allow you to create a password and login.

How do I create a client?

Clients can either be created manually in IRIS OpenSpace or automatically by the IRIS Accountancy Suite.

To manually create a client:
Click New Client on the Home tab and complete the form.
Click Create and your client will be sent a registration email that contains an activation link which will allow them to activate their login and create a password.

The Notify Client option will turn on automatic email notifications; they will automatically receive an email notification each time you upload a file or request their approval of a document.

Please see below for information on how to automatically create clients from the IRIS Accountancy Suite.

How do I configure IRIS Accountancy Suite to work with IRIS OpenSpace?

To upload documents from the IRIS Accountancy Suite to IRIS OpenSpace you need to add your OpenSpace login credentials to you user account in IRIS System Maintenance.  

For more details please see the How to Guide

How do I ask my clients to electronically approve documents?

Click the Request Approval link for the appropriate document.
Select the statement that you wish your client to approve the document with.
Check the box to confirm your client has given consent.
Click Request.

Please note that only PDF files can be approved at the moment due to the digital certificate technology that secures the file.

Can I manually notify my clients of a new file?

If you aren’t using the automatic notification functionality, select the file (or files) you wish to notify them about and click Notify.

We have a number of clients usually husband and wife situation who want to use one email address on OpenSpace for the both of them. What’s the best practice for this?

Our recommendation has always been get your clients to have their own email accounts; or failing that maybe change the client username to Mr & Mrs

How do I add my colleagues as users?

In the Users area on the Settings tab click New User and complete the form.

Is Admin User – will give the user administrator rights to IRIS OpenSpace. Only select this option if the user needs access to the Settings tab or Subscription tab.

Notify on client file upload – will turn on automatic email notifications for the user. They will automatically receive an email notification each time a client uploads a new file or approves a document.

An activation email will be sent to your colleagues from which they can activate their account and create their password.

Can I monitor user activity?

Yes IRIS OpenSpace retains logs of who has logged in, downloaded and uploaded files.

To review the audit trail logs login to IRIS OpenSpace and click Audit Log on the Settings tab.

Can I review the status of all documents out for approval?

All approvals are tracked in the Approval Logs area on the Settings tab.

Can I manage my clients' folder structures centrally?

Administrator users can create & edit the default folders that are shown for all clients in the Practice Details section on the Settings tab.

Please note that changes made to the Default Folder Structure will affect all clients. If you wish to make folder changes to a specific client please do so from the client files area on the Home tab.