What is Interactive Reporting within Accounts Production?

Article ID

ias-11836

Article Name

What is Interactive Reporting within Accounts Production?

Created Date

9th October 2014

Product

IRIS Accounts Production

Problem

What is Interactive Reporting within Accounts Production?

Resolution

IRIS Interactive Report provides you with a complete workflow for viewing, editing and finalising your accounts. Interactive Report not only allows you to edit every aspect of your final accounts directly from the onscreen preview providing instant access to change client details, account descriptions, disclosures, and notes as well as allowing you to add, amend or cancel postings. Users can “Link” a set of “Working Papers” (Excel) to a Posting Entry and then link individual items within the Profit and Loss Account, Balance Sheet and note totals to a specific “Worksheet”. From version 17.1 the Interactive Report applies to Limited Companies, LLPs, Partnerships and Sole Traders using all accounting standards. The interactive report includes an option to flag various parts of the report, setting the status to review or reviewed, accompanied with the ability to make notes with a date stamp, within the Working Papers Index. Alongside a choice to print different report combinations. This will optimise efficiency for different users working on the same customer accounts. NOTE: This option is not currently available for Charities/Academies, Groups and clients which have been set up on a discontinued chart, e.g. IRIS Chart. For further information please view our detailed ‘Interactive Reporting’ Guide published within the IRIS Help centre.