Knowledge Base Articles

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Knowledge Base

2921 articles

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IRIS Business Tax

Interest received for a partnership

Users are required to: 1. Log on to Business Tax and select the client. 2. From the Trades menu, select…

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IRIS Charity Formats

Where to post Unrealised Gains and Losses for Statement of Financial Activities?

Unrealised Gains and Losses appear on both the Statement of Financial Activities (SOFA)and the Movement in Funds note therefore postings…

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IRIS Charity Formats

How do I post a transfer between Funds?

A transfer between Funds will always need two entries per Fund. One within the transfer codes of 968/11-30 and the…

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IRIS Charity Formats

Why do Governance costs show under Support costs for Charity accounts on SOFA?

Governance costs will now show under the Support Costs section in the notes to the accounts. The charts of accounts…

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IRIS Time and Fees

Reconciling in IRIS Time and IRIS Fees

Reconciliation takes place at regular intervals, typically once a month. This is to check that all the information has been…

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IRIS Charity Formats

Why must an Activity be selected when posting to some accounts?

Within the Charity Chart of Accounts specified groups (groups 26 and 101) must have an 'Activity' selected when posting. These…

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IRIS Charity Formats

Where do I enter the Charities Registered Number?

Select: Client | View | Select Tax Tab | Enter in Charity Number

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Does IRIS provide a Service to migrate my software to a new PC or Server?

Yes, we have remote services available, whether you have a standalone or network installation of IRIS. This is a chargeable…

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IRIS Accounts Production

Why does my Cash Flow Statement not balance?

Within Accounts Production; the preparation of a Cash Flow Statement is very much user specific. The Cash Flow Statement is…

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What movements should be checked when my Cash Flow Statement doesn't balance?

The following are examples of movements that may not be included within the Cash Flow Statement when first produced: Loans…