Knowledge Base

2381 articles


How do I change a Soletrader into a Partnership or vice versa?

Soletrader to Partnership Select:Client | ViewChange the 'Type of business' to 'Partnership' and click [Save](Click [Yes] to continue). Select:Edit | Partners | NewAdd the new…


IRIS Accounts Production

How do I change a Soletrader into a Partnership or vice versa?

Sole trader to Partnership Select: Client | View Change the 'Type of business' to 'Partnership' and click [Save] (Click [Yes] to continue). Select: Edit |…


IRIS Time and Fees

How do I correct bulk write off postings in Time & Fees?

Contents Introduction Write off not updated to time ledger Write off updated to time ledger Introduction The Bulk Write off is a facility that allows…


IRIS Accounts Production

Can IRIS produce Audit Reports without client name and specific details?

Users are required to set the folowing alias by selecting, Edit | Report Aliases - Enter '$CH' in the Standard box and '$CJ' in the…


IRIS Accounts Production

How do I change an account description at client level?

SELECT: Edit | Account Descriptions in the Client- Click [ADD] OR [NEW] NB: Account Descriptions can be changed whilst posting. From the Posting Screen Click…


IRIS Accounts Production

Depreciation is not appearing on the Operating Profit/Loss note

The Depreciation shown on the Operating Profit note is picked up from the Balance Sheet posting and not the Profit and Loss Account posting. Make…


IRIS Accounts Production

What are the postings required when dealing with purchase of own shares?

Posting needs to be made using one of the Purchase of own shares codes under the Reserve Group, which are accounts 968-973. Purchase of own…


IRIS Accounts Production

How to remove cancelled posting from appearing in the Posting Screen?

On the Enhanced Charts within the posting screen, please tick box 'hide audit trail' on the bottom right.


IRIS Trust Tax

How to change/enter the Capital Gains Annual Exemption

Users are required to: 1. Log on to Trust Tax and select the trust. 2. From the Edit menu select Capital Assets. 3. From the…


IRIS Accounts Production

How to amend maximum number of entries allowed on Spreadsheet view?

Select: Posting | Post From the posting screen select Display Posting then Spreadsheet Column Setup. This option allows you to change the information displayed in…