How do I Bring Forward Client Data within IRIS Accounts Production?

Article ID

ias-11720

Article Name

How do I Bring Forward Client Data within IRIS Accounts Production?

Created Date

27th June 2014

Product

IRIS Accounts Production

Problem

Within IRIS Accounts Production, how do I Bring Forward Client Data?

Resolution

If a user wishes to Bring Forward Client Data they can do this by following the below steps: Edit | Bring Forward Client Data | Highlight the relevant accounting period to carry forward ‘TO’ | OK NOTE: The system will bring forward the client data from the from the previous date, showing within the ‘Please Choose an Accounting Period’ screen, to the date selected. If you do not wish for the system to pick up a particular date please create the date as an Interim date. For further information on how to create an interim account period date, please refer to Knowledge Base Article 1944. There will be an option to view a Log Report of the carry forward operation which lists all the data that has been carried forward into the selected Accounting Period.