Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3030 articles

ias-7486

Frequently asked questions for IRIS Time

Time FAQs Time Postings Time Enquiries and House Keeping Time Reports Time Postings : How can I transfer WIP from one client to another? Time…

ias-7463

The Independent Examiners Report is referring to ‘I/My’ and not ‘We/Our’?

No. An Independent Examination is carried out by an individual person (see below): https://www.charitycommission.gov.uk/publications/cc31.asp The Independent Examiners NAME/PROFESSIONAL DETAILS ETC can be entered within IRIS…

ias-7413

Frequently asked questions for IRIS AutoMail

Editing your template Microsoft Word Help Generating a letter Searching for letters Tax letters Other Editing your template KB IAS-7078 - How do I setup…

ias-7374

Error 5015 in known facts check

The submission for the user and tax year has already been successfully made. In order for the return to be filed online, the user will…

ias-7365

How do I remove the Secretary from the Company Information page (New)?

Select: Edit | Data Screens | Company Information | Company Secretary Untick the box provided so not to refer the the Secretary on the reports.

ias-7346

What Chart of Accounts should I use for an LLP client?

The Chart of Accounts 'EPST' should be used for a LLP. A PDF copy of the EPST chart can be found via Help | Help…

ias-7345

How can I transfer AutoMail templates from one installation of IRIS to another?

Introduction This KB article will explain how to transfer an AutoMail template from one installation to another. For the purposes of this article, the document…

ias-7330

How does the Current Accounting period tag work in AutoMail?

Contents Overview of 'Current Accounting period' tag. How to create your template Current Accounting Period Tag The current accounting tag will take the last registered…

ias-7299

Why am I unable to select a ‘Fund’ within the Posting Screen?

Select Client | View The 'Business Type' should be set to 'Charity' when using ICHA/UCHA chart.

ias-7274

How do I transfer Leased/HP Assets into Owned Assets (Enhanced Chart)?

Where the hire purchase agreement for an asset has been completed and the asset is to be transferred to the owned group make the following…