HSA & Co Client SupportSoftwareIRIS OpenSpaceClients Uploading Documents to IRIS OpenSpace for HSA & Co

Clients Uploading Documents to IRIS OpenSpace for HSA & Co

You can use IRIS OpenSpace to upload documents for your year end accounts or monthly bookkeeping and VAT. This could be bank statements, invoices, receipts etc. 

To upload documents follow the steps below.

  • A similar window will open to the below.
  • Here you need to chose the correct account. I.e. Your uploading company bank statements, they'll be added to the business account. Or personal documents will be added your individual account.
  • You can either drag the file into the box below.
  • Or click add files, chose the file from your PC, click open.
  • The click upload and OK.
  • Your account manager/supervisor will receive a notification that the documents have been uploaded.