How do I set up Management Account Periods?

Article ID

ias-12190

Article Name

Created Date

8th December 2015

Product

IRIS Accounts Production

Problem

How do I set up Management Account Periods?

Resolution

Users who have not previously produced Management Accounts using IRIS Accounts Production should complete the Management Accounts Tutorial which can be accessed by click Help | Tutorials from within IRIS Accounts Production.

To specify the Management accounting basis

Select Edit | Management Accounting Basis

KB12190 | How do I set up Management Account Periods?

Choose the required basis and then click Select.

To begin posting

Select Posting | Post

KB12190b | How do I set up Management Account Periods?

On the ‘Specify Posting Batch Screen’ tick the Management Accounting‘ box and specify a Default posting date (clicking on the magnifying glass will display the Management periods, select the period you wish to post into). Note: To start Posting into the next management period select Batch Control followed by New, tick Management accounting and select the Default posting date as above.

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