Knowledge Base Articles

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3030 articles

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IRIS does not appear to be applying the matching rules in the correct order

If a client makes further acquisitions to a shareholding after the original holding was fully disposed of, users are required to create a separate share…

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Generating a letter in AutoMail results in “word cannot find data source”

All users need to exit AutoMail Navigate to the IRIS data folder, then the notes folder. Create a new folder and move the 3 files…

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How to locate the Presenter Details?

Log into IRIS as a MASTER User From the IRIS Main Menu select any IRIS Product From the toolbar Select: Setup | Practice Options |…

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How to enter new account details on Companies House Online Services (CHOS)

1. Users are required to contact Companies House E-filing department to set up the new gateway account 2.Companies House new gateway account details will then…

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How to enter a new SIC code in company secretarial ?

The user needs to go to Company Secretarial main screen The user need to go to SETUP | SIC CODES This will bring up the…

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IRIS Accountancy- How to create new USER, Employee, Staff login ID?

From the IRIS Main Menu Select: System Maintenance | Staff | Staff Maintenance | New - Then complete the required fields. Staff ID - The…

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Where do I find the Submission/ Envelope Number within Company Secretarial?

Within Company Secretarial: Select: Reports | Company Forms Check the Submission No. column against the relevant form. For further information on the Submission select the…

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Where do I find the Submission/ Envelope Number within Company Formations?

Within Company Formations: Click Reports | Incorporation Forms The Submission Number is shown under 'Status Details' at the foot of the screen. Alternatively a Status…

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Where do I find the Submission/ Envelope Number within Accounts Production?

Within Accounts Production: Select: Posting | Posting Entry Status | Submission Status Alternatively a Status Audit Report can be generated by following the instructions below:…

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How to change the Cost Heading in Fixed asset investment to Cost or Valuation

If the Fixed assets were valued last year and there has been no valuation this year, The asset will show the wording COST as a…