Millward, May & Co - Wokingham Accountants
Wokingham Accountants

XXX OpenSpace - Tablet or Phone Approval

Tablet/Phone

Login

If you haven't logged into Iris OpenSpace, please select one of the following options for a guide on doing just that:

  • If you're logging in to Iris OpenSpace for the first time, click here.
  • If you've logged into Iris OpenSpace before, click here.

Locating Files

You should have now logged in to Iris OpenSpace and be logged into the home screen.

The imaginary person in our example below is Miss Iris Openspace

You will need to click on your name (to view your personal files) or your company name (to view your company files). To view Miss Iris Openspace's files we click on "Iris OpenSpace" on the home screen and then click on "Files from Millward May & Co" on the Iris Openspace screen.

Screenshot_20171101-105930.png
 
Screenshot_20171101-110041.png

Viewing Files

You will need to select the ‘i’ symbol on the right hand side of the document you wish to approve in the Files from Millward May & Co screen.

Click on the name of the file that you wish to approve to download and view it to make sure that everything is in order.

If you are happy to approve the document, click approve.

Screenshot_20171101-111305.png
 
Screenshot_20171101-111326.png

Approving Files

Click approve again on the approve screen and you will returned to the previous screen where the document approval option should now show a date of approval.

Screenshot_20171101-111401.png
 
Screenshot_20171101-142121.png

You'll then need to view, download and approve all of the other documents that we have asked you to approve. If you have a query about your documents please do not hesitate to get in contact before you go ahead and approve them.

If you have approved a document that needs to be submitted to HMRC or Companies House we will go ahead and submit them to the relevant government department on your behalf.

What Next