Knowledge Base Articles

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2967 articles

ias-3027

IRIS Personal Tax

How enter a part disposal of an asset within the Capital Assets module?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

ias-2963

IRIS Accounts Production

How do I enter 'Actual' amounts for Partner Profit Shares?

Select, Posting | Select, select the Post File and click [OK]. Click [OK] on the Review/Specify Posting Batch screen. Select,…

ias-2952

IRIS Accounts Production

How do I swap a chart from ELTD to my own chart?

1. Take an extract (Client |Extract). 2. Edit | Swap Chart | Details: if there are account and group descriptions,…

ias-2888

IRIS Accounts Production

'Change of Name' disclosure does not appear within the Report of the Directors’

In the first year of incorporation the annual report produces an automatic 'Incorporation' note in the Directors’ Report, which also…

ias-2849

IRIS Accounts Production

How do I Revalue a Pension Asset?

PLEASE NOTE: From Version 11.9 all users must be on the new Enhanced EPEN Chart. Solution: The following account codes…

ias-2760

IRIS Accounts Production

How do I setup a Joint Capital Account?

A Joint capital account can ONLY be set between TWO Partners. Only ONE Partner in the Joint Capital Account will…

ias-2738

IRIS Accounts Production

How do I show the registered number on the FLY sheet?

In order to set the alias at Client Level (for one client only) Select, Edit | Report Aliases - In…

ias-2727

IRIS Practice Management

Do contact details get linked to the main client?

Any phone numbers or email addresses that are entered to the contact do not get copied to the main client.…

ias-2723

IRIS Accounts Production

PSA report with ICAEW Audit 01/05 wording - Accountants' Report - Certificate D

Option D should only legitimately be used in conjunction with a PSN report. Select, Edit | Data Screens | Reports…

ias-2676

IRIS Company Secretarial

How do I do a share transfer within the share register?

Select - Edit | Share Register | Transfers tab | New The screen is used to enter a transfer of…