Knowledge Base

2381 articles


IRIS Accounts Production

Balance sheet - does not balance - Sole Trader/Partnership Accounts

There are a few things to check: 1. Select, Client | View – Ensure the correct business type is selected i.e. Sole trader/Partnership NOTE: Business…


IRIS Accounts Production

Would like to use the Share Register to show Share Capital information

Solution: To activate the Share Register within Accounts Production: SELECT: Edit | Share Register Status- Tick ‘Data is good for accounts’ and select the year…


IRIS Accounts Production

How do I change the description of 'Patents & Licences written off'?

Solution: The description of 'Patents & Licences written off' is picked up from the Account Description of Account 503/22 If you would like to amend…


IRIS Accounts Production

When Posting, message appears "Is posting date correct?"

This may occur due to the 'Default Posting Date' or 'Year/Period End Date' being incorrect 1. Default Posting Date Select, Posting | Post Within the…


IRIS Accounts Production

I would like to show the page range on the contents page?

Edit | Report Aliases - in the 'Standard' enter '&01' and in the 'Client Specific' enter '&00'


IRIS Practice Management

How do I attach an AutoMail letter to a job stage?

To attach an AutoMail letter to a job stage follow the steps outlined below: Open IRIS Main Menu and click on IRIS Practice Management Go…


IRIS Accounts Production

Changing page numbers within Microsoft Word

Within Word, change the view from Print Layout to Normal by ........................................Page Break.......................................... or ::::::::::::::::::::::::::::::::Section Break (Next Page):::::::::::::::::::::::::::::::: The Section Breaks are correct, and the…


IRIS Accounts Production

Where do I Enter the Write-off Period and Year of Acquisition for Goodwill?

Select: Edit / Data Screens / Notes to Financial Statements / Accounting Policies / Standard Accounting Policies / Goodwill


IRIS Accounts Production

How do I Adjust the Fly Sheet Window Position?

Select: Setup | Report Options | Fly Sheet - User can CHANGE the Drop, Width and Offset settings. If problem persists, please contact IRIS Support


IRIS Time and Fees

How do I set the VAT option in Time & Fees and what do they mean?

Contents Introduction Options Differences Setting the correct Options Introduction This Knowledge Base article will explain the different VAT options that are available in Fees. NOTE:…