Customer feedback & Ideas for IRIS

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make the CCAB report the default in accounts production

At the moment, in data screens, we have to physically enter the CCAB report when preparing the company accounts for each client. It would be most useful if we could use a global default to the CCAB report instead of having to change each individual company

  • Guest
  • Aug 2 2022
  • Already exists
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  • Admin
    Nick Lloyd commented
    12 Aug, 2022 03:21pm


    Within the setup menu, the first option at the top is called data screen defaults, This screen allows you to access the data screen at the following levels:

    • Chart

    • Partner

    • Practice

    The default data screen values for the different levels can all be amended accordingly. If you need further guidance please contact our support teams on 0344 815 5555 or