Knowledge Base Articles

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2946 articles

ias-1848

Where can I find the Client Checklist?

The Client Checklist is a simple document that can be used to gather and record information on a client. The…

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IRIS Accounts Production

I cannot see ALL the Postings within the "Posting Screen"?

In the Posting Screen, you need to go into BATCH CONTROL, click [New]. Under the heading "Display Postings as entered"…

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IRIS Accounts Production

What do the Symbols next to the Posting number mean?

The following symbols represent the following: O - An Opening Balance posting X - Cancelled posting, the Original posting which…

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IRIS Accounts Production

How to amend "Share Type" which has been "Fully Paid" in the Share Register

In the Share Register, when you create a NEW "Share Type" the "Fully Paid" option will automatically be ticked. NB:…

ias-1809

IRIS Time and Fees

When setting up a new job type in IRIS Time, what do the options mean?

Job Types are the first level of analysis within Time & Fees. If you have elected to use Job Types…

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IRIS Time and Fees

What does the debtor days column do on the aged debtors report?

There is an optional debtor days column available on the aged debtor report. This calculates the debtor days using: Debtor…

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IRIS Accounts Production

How do I enter a long business name or trading name?

To enter the full business name users are required to do the following: Client | View | Edit Names Enter…

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IRIS Accounts Production

How do I amend or add a new depreciation policy?

Select Setup | Depreciation policies, IRIS will display a list of depreciation policies. Select [New] to add a new depreciation…

ias-1777

IRIS Accounts Production

Balance sheet - does not balance - Sole Trader/Partnership Accounts

There are a few things to check: 1. Select, Client | View – Ensure the correct business type is selected…

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IRIS Accounts Production

Would like to use the Share Register to show Share Capital information

Solution: To activate the Share Register within Accounts Production: SELECT: Edit | Share Register Status- Tick ‘Data is good for…