IRIS Accountancy Crash Course
IRIS Accountancy Crash Course A week long series of webinars.

IRIS Accountancy Crash Course

A week long series of webinars.

Availability: Out of stock

£0.00

Selected price: £0.00

Features

Date

10am – 12pm

2pm – 4pm

Monday
12 August

Accounts Production

  • Client creation
  • Data screen defaults
  • Importing postings
  • reporting
  • iXBRL
  • Data screen expressions
  • Electronic submission of abbreviated accounts to Companies House

 

 

 

Business Tax / Fixed Asset Register

  • Client & Trading period details
  • Posting
  • Capital allowances
  • Reports
  • Income Tax
  • Self-assessment details
  • Trades – Refresh Sole Trader
  • Trades – Partnerships
  • Data entry
  • Asset Browser
  • Adding an asset
  • Override return totals
  • Reporting
  • Electronic submission

Tuesday
13 August

 

Personal Tax

  • Client Set-up
  • Edit Return
  • Income
  • Reliefs
  • Allowances
  • Miscellaneous
  • Tax Reports
  • Administration
  • Administration Reports
  • Client account

Practice Management

  • Key features:
    • Control Panel
    • Task management
    • Extended client view
    • Categories and Attributes
  • Creating a new service
  • Creating Job Profiles
  • Embedding AutoMail templates
  • Assigning Services & Jobs to new clients
  • View outstanding Jobs & Job Stages (Control Panel)
  • Create and memorise workflow reports
  • Overview of Data Mining
  • Top Tips

Wednesday
14 August

 

Time and Fees

  • Setting up default time and fees options
  • Creating chargeable and non-chargeable codes
  • Setting up users and privileges
  • Post time
  • Billing and receipts
  • Month-end reporting

OpenSpace (1 hr 2-3pm)

  • What is secure document exchange and electronic approval
  • Why is it good for my practice
  • How do I use IRIS OpenSpace
  • How does the integration with IRIS Accountancy Suite work

Thursday
15 August

 

AutoMail

  • Generating IRIS standard templates
  • Create a base template
  • Generating a mail merge letter
  • Searching for documents
  • Managing documents
  • Using the communications tab
  • Amending an existing AutoMail template (tax return cover)
  • IRIS Practice Management job stage links
  • IRIS AutoMail Top Tips

 

Company Secretarial

  • Creating the company
  • Adding involvements
  • Creating Share Register
  • Change of registered office
  • Meeting Minutes
  • Dividends and Waivers
  • Share transfers
  • Companies House on-line service
  • Issuing new shares
  • E-filing
  • Annual Returns

Friday
16 August

 

OpenBooks

  • Accountants Dashboard
  • Clients overview screen
  • Enter sales invoice
  • Posting of bank transactions
  • Uploading electronic bank statements
  • Clients customer data
  • Purchase invoices
  • Expenses
  • Dividends & payroll
  • VAT
  • Reports; P&L, Balance Sheet, Trial Balance & Trade Debtors ect..
  • Settings
  • Import TB into IRIS Accounts Production
  • Easily manage your clients
  • Set up new clients

IRIS Payroll for Accountants

  • Overview to the dashboard, highlighting the search feature and pay history function
  • Software features and work pad
  • Diary entry
  • Processing a payroll
  • Available Reports
  • RTI Submissions
  • Roll Back feature

 

 

Location: