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IRIS Financials Ideas Portal (Commercial & Charity)

Updating multiple accounts

It would be great if you could update one account then copy new information to other accounts

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    • Guest
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      Dec 18, 2024

      Hi Rowena. When you have multiple accounts for one company but for different schools and the details need updating , ie; BACs details/address. It would be good if you could update one account with new details then copy to the other accounts for each school

    • Admin
      Rowena Lee
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      Dec 18, 2024

      Hi Julie. Thanks for your suggestion. Could you please give an example of a way you would like to amend an account, and which account you're referring to?