Knowledge Base Articles

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Knowledge Base

2926 articles

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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

How do I clear my Exception Report in respect of Cash Flow Statement differences

When an Annual Report is run for the first time, if it is to include a Cash Flow Statement, in…

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IRIS Accounts Production

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

In accordance with the Cash Flow Statement Fact Sheet (which lists items for consideration) and Interactive Example Report (which indicates…

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IRIS Accounts Production

When running Annual Reports why does the 'Report Not Found' message appear?

There are two reasons why this can occur: 1. The format folder being incorrectly stated within the MAKETTL.exe file 2.…

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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…

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IRIS Accounts Production

How do I get my Cash Flow Statement to balance?

A Cash Flow Statement produced by IRIS is likely to be produced with errors showing an in-balance. The in-balance is…

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IRIS Personal Tax

How to fill in box 1 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select…