IRIS Important Known Issues
It is important to us that we resolve any problems that are found in the IRIS Accountancy Suite.
If your problem is listed below, we are working hard to resolve these as quickly as possible.
Issues that have been fixed or are due to be fixed in the next release, are identified as such.
For information on the next release dates, click here.
IRIS Accounts Production
Outstanding Issues
Extract and Replace of BUP files causing Accounts Production to crash
When using the Client Extract | Replace feature in Accounts Production with certain .BUP files, Accounts Production will crash.
For more information on this issue and a link to a hotfix download, click here.
This issue will be resolved in the 19.3.2 release.
Charity Accounts - CSV Import Error
When support costs are setup in Accounts Production when trying to import a CSV trial balance that contains account codes relevant to the support costs, on the pre-import screen it is forcibly requesting a charitable activity, this is in error. There is no current work around for this problem and figures will need to inputted manually.
This issue is due to be fixed in a future release.
Issues resolved in the Autumn Release Service Pack (v19.3.2)
KashFlow drill down error
We have become aware of an issue when attempting to drill-down on postings imported from KashFlow within the Accounts Production Posting screen.
A script error may display and when Yes or No is clicked, the user is redirected to the Client Overview screen in KashFlow, instead of the selected posting.
The posting information can still be viewed by logging into KashFlow via your usual web browser.
FRS 101 Debtors more than one year appearing under Fixed Assets on the face of the balance sheet
Where you only have postings to ‘debtors of more than one year’ with no other current asset postings and you have chosen to split debtors on the face of the balance sheet via the data screens, the current assets sub heading is not being displayed and debtors look like they are appearing as fixed assets.
QuickBooks import where month end date is not the last day of the month
When importing from QuickBooks, if you have any other date than the last day of the month, a validation on the dates prevents the import.
IRIS Personal Tax
Outstanding Issues
Personal Tax crashes when running the paper check list/Schedules of data
Currently within IRIS there are instances where a user is running a paper checklist, or the schedules of data IRIS will crash. This is due to an incorrect ‘From’ date being entered for an individual involvement record. For example, ‘From’ date entered prior to the incorporation of the related company.
Workaround
Change the ‘from’ date for the individual, ensuring the date falls after the incorporation date of the corresponding company.
This issue will be resolved in the 20.1.0 release.
Issues resolved in the Autumn Release Service Pack (v19.3.2)
Non-UK resident client is not receiving the 7.5% tax treated as paid on dividends.
Due to an issue with the HMRCs calculation (Exclusion 57), tax credits are not being deducted for non UK residents if entries are made in either: Box 5 (TR3) Other Dividends, Box 13 (Ai1) Bonus issues of securities and redeemable shares, Box 70 (FP4) Partnership dividend income, Box 5, 8, 12 and/or 13 (T1) Trust dividend income.
A trigger warning has been implemented to advise which clients have encountered this exclusion.
The tax charge on an Annual allowance charge is incorrectly calculated for a Scottish taxpayer in 2019
Due to an issue with the HMRCs calculation (Special 33), the tax charge on an annual allowance charge for Scottish taxpayers may be incorrectly calculated. The HMRC calculation incorrectly taxes the annual allowance charge within a higher rate banding.
Workaround
HMRC are informing users to manually add an amount for tax paid within AIL11 to reduce the pension charge to the expected amount.
In IRIS Personal Tax | Reliefs | Pensions and State Benefits | Pension charges | Annual allowance tax paid or payable by your pension scheme.
A warning has been implement when users encounter this scenario.
NIL benefits summary for employment is appearing on the schedules of data
Currently, if you have an employment record entered within IRIS, a benefit summary will always appear on the schedules of data, even if all the values are NIL.
A suppress function has been implemented to remove the summary.
Issues resolved in the Autumn release (v19.3.0)
Foreign dividends received by non-resident clients
Foreign dividends received by non-resident clients should not be declared on the self-assessment tax return. If they are declared, they should not form part of the excluded income in the excluded income computation. In versions prior to 19.3.0 this income was being included as part of the excluded income.
Workaround
If the return is rejected online by HMRC because foreign dividends are being declared for a non-resident client, the foreign dividends will have to be removed or the return must be sent by post.
Issues resolved in the Summer release (v19.2.0)
Marriage allowance not appearing for the recipient on the computation
For tax year 2019, marriage allowance is not appearing on the tax computation for recipients who have had their basic rate band extended via gift and or pension contributions.
[SA106: Total taxable amount] must be present if [SA106:Property abroad total amount] is present
For tax year 2019, if an individual has foreign property losses brought forward which exceed property income in the year to NIL, the software is leaving box 30 on the SA106 blank, which is causing a validation error.
Incorrect tax liability for Scottish taxpayers, with non-savings income and pension lump sum
For tax year 2018, IRIS is incorrectly calculating the liability for Scottish taxpayers who have non savings income which fall between £31,500 - £33,500 as well as pension lump sum.
IRIS Business Tax
Outstanding Issues
Partnership/Sole Trades - Client displaying incorrect toolbar options
Currently when selecting certain Partnership/Sole Trade clients, the toolbar options are incorrect; an option appears for ‘Liable to corporation tax’ and the field displaying the accounting period does not appear.
Workaround
Complete the following to rectify the above issue:
Go to Client | View select Save | Close
This should refresh the system and show the menu options and posting file with all the data as expected for the Partnership/Sole |Trade
This issue is due to be resolved in 20.1.0
Warning displayed when creating a 1day accounting period for a limited company
Where a period is created which starts and ends on the same date (1-day period), a warning displays stating that the previous accounting period end date is incorrect; where this is not the case.
Workaround
User are advised to click Cancel on the warning
This issue is due to be resolved in 20.1.0
Issues resolved in the Autumn Release Service Pack (v19.3.2)
CT600 submission status has changed from Live to Test
When a ‘Live’ CT600 return is generated or transmitted, the submission is stored within the Transmit Internet Return screen; the status will appear as Live. Currently if a draft or final return is run after the initial generation/transmission of this return, the status of the corresponding client will alter to Test.
This will only affect the status that is displayed within the Transmit Internet Return screen, it will not affect the submission sent/to be sent to the HMRC.
Partnership Tax Return rejected when claiming the full AIA allocation
Partnership businesses with accounting periods that straddle 1st April 2019 and claiming the full allocation of AIA are being rejected with the following error: ‘The amount in box [3.13A] exceeds [£400,000]. Please check’.
HMRC are calculating the AIA limit on a monthly basis.
Workaround
Based on HMRC guidance, users are required to reduce the amount of AIA claimed to £400,000 and any excess AIA claimed should be entered within ‘Other capital allowances’. A note should be added within the additional information section of the return detailing the total amount of AIA being claimed.
HMRC have advised this will only affect tax years 2019 and the above guidance should be applied.
Issues resolved in the Summer release (v19.2.0)
Losses are displaying as negative values in the 2nd CTAP for clients with long accounting periods
Currently for limited companies with long accounting periods, if a loss arises for the period, any un-utilized losses are brought forward into the 2nd CTAP as a negative value.
Pre 1/4/2017 Excess management expenses carried forward box is not populating
If a limited company has management expenses arising, brought forward (Pre 01/04/2017) and a claim to surrender the management expenses arising in the year to a group company. Currently the losses carried forward are incorrectly displayed (losses are appearing as post 01/04/2017 oppose to pre 01/04/2017).
Profit Share incorrectly calculated
If a partner leaves a partnership part way through the accounting period, the profit share is being incorrectly calculated. In the meantime the profit share can be manually altered by overwriting the return totals.
IRIS VAT Filer
Issues resolved in the Summer release (v19.2.0)
Receiving error message “VAT_NET_VALUE” when attempting to file a VAT return
When attempting to submit a VAT return, an error is being returned due to the difference between Boxes 3 and 4, on the data entry box 5, being a penny out.
Submitting for incorporated and unincorporated charities
Currently it is not possible to file a VAT return for IRIS clients who are a Unincorporated or Incorporated charity.
IRIS Productivity Suite
Outstanding Issues
Error when opening a Fees export posting definition
When opening a saved export definition file a message displays stating, 'Object reference not set to an instance of an object'.
Workaround
Recreate the definition file and save again.
This issue is to due to be fixed in v20.1.0
Cannot view postings with original timesheet screen
When viewing timesheets in the original timesheet screen and then view posting, the module will close.
Workaround
Set the timesheet view to Grid Timesheet (Time Ledger |Options |My preferences)
This issue is to due to be fixed in v20.1.0
Unhandled Exception when uploading multiple documents to OpenSpace.
If you generate a letter with the 'Save as' option set to 'MS Word', then select Print Later, the letter is saved to the communications tab as a PDF document. Print Now, works correctly.
For more information on this issue, click here.
This is issue is currently being investigated.
Issues resolved in the Autumn Release Service Pack (v19.3.2)
Unable to create new client in Openspace from IRIS Accountancy Suite for the first time
When creating a new client in OpenSpace, a warning message displays stating that the client is currently linked to another client:
'Are you sure you want to create a new OpenSpace client for the IRIS client ABC001? Please note: The selected client is currently linked to DEF002'.
Unable to add multiple jobs when posting an invoice through Ad-hoc posting screen
When posting an invoice with detailed write out via the Ad-hoc posting screen and posting an amount to a job which makes the Total posted figure too close to the Posting figure, the user is able to make another posting as the screen is greyed out.
Unable to post Invoice with 10+ jobs in the Ad hoc posting screen
When posting an invoice through the ad-hoc posting screen with 10+ jobs, the following error appears when clicking OK:
Software Detected Error
Internal Inconsistency
Module TFDM709.CPP 1000
Logical line 1103
No further information
Workaround
Users should use the On screen posting screen to raise an invoice.
Part of this issue has been fixed in v19.3.2.
However, due to constraints of the database, adding more than 10+ jobs has marked as a future enhancement.
Cannot Post Expenses to job with a Numeric ID
When users go to post Expenses against a job type with a numeric ID they get a warning: 'Job does not exist'.
Unable to add multiple jobs when invoicing via Ad Hoc Postings
When posting an invoice with detailed write out via the Ad-hoc posting screen, if you post an amount to a job which makes the 'Total posted' figure too close to the 'Posting' figure, the bottom section greys out as if you have finished adding jobs. This leaves an amount of the bill unaccounted for when the bill is posted.
IRIS Docs
Outstanding Issues
Confidential Client Company Secretarial documents being saved into IRIS Docs
When users create and log Company Secretarial documents against confidential (password protected) clients, the documents are being saved into IRIS Docs automatically, when they shouldn’t be. This puts them at risk of being accessed by unauthorised staff members.
We advise that all customer monitor IRIS Docs for any Company secretarial documents logged and either move them to a secure location or delete them.
This issue is due to be resolved 19.3.2
IRIS General
Outstanding Issues
Installation Error 3 when running Workstation Setup
When installing the workstation setup of IRIS Accountancy Suite, using the Setup.exe, you may get the error below:
Abort Title: INSTALLATION ERROR - 3 - Configuration Process
Abort Message:
The installation has aborted during the configuration process
Addition Details: ERROR: Failed to parse the config xml file [\DE-SQL01iriscfg_IRIS_v19.1.0.729_20190405113742.xml].
Exception: System.Xml.Schema.XmlSchemaValidationException
Workaround
In the shared IRIS folder instead of running Setup.exe, run WSS_v17.14.6.exe instead.
This will start the installation process.
We are working on getting a fix produced as quickly as possible.
Client browser crashing
For more information on this issues, click here.
We are working on getting a fix produced as quickly as possible.
