Knowledge Base Articles

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Knowledge Base

2967 articles

ias-12722

IRIS Accounts Production

Unable to link to Xero integration through 'link to bookkeeping'

1. Go to Edit on the top toolbar 2. View 3. Click on Accountant 4. Ensure you have selected ‘agent’…

11247

IRIS GP Payroll

How do I report a leaver?

To set an employee as a leaver, from the main screen click on Note an Employee Leaver Select the appropriate employee…

ias-12719

IRIS Personal Tax

How to enter a refund amount for within the year manually?

To enter a refund amount please do the following in Personal Tax: - Reliefs etc. - Miscellaneous - Tax Calculation…

ias-12718

How to remove the Ultimate controlling party note from FRS 102 1A accounts?

To remove the Ultimate controlling party note from FRS 102 section 1a accounts go to: 1. Edit / Data Screens…

ias-12715

IRIS Accounts Production

Why are the proprietors for the partnership not showing up on the flysheet?

1. Go to Edit on the top toolbar 2. Data Screens 3. Reports folder 4. Client approvals 5. Partners to…

ias-12714

IRIS AutoMail

How to send E-Mails from Automail/Practice management in bulk (Also works for Openspace)

It is recommended to have two different templates if you have clients that want by post or by E-mail. That…

ias-12713

IRIS Practice Management

How to assign job Partners/Managers/Assignees in bulk

From practice management, Launch | Job Planning - Select Service - Tick all stages under 'Include Jobs', Ensure 'All Clients'…

ias-12712

IRIS Business Tax

Business Tax- Error 3001 1610 fact check the accounting period for this amended return does not match the records currently held for the company

This error is coming from HMRC when you are trying to submit an amended return- so contact HMRC support and…

ias-12711

IRIS Time and Fees

How to clear a draft bill

From the Client Billing Decision's screen;- 1) Select the client 2) Yes (to open the draft bill) 3) Click 'Action'…

ias-12709

VS Shell installation has failed with exit code 1638

Check if you have Microsoft Visual C++ 2015 installed, if you do, install Microsoft Visual C++ 2017 (x86) and (x64),…