Knowledge Base Articles

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Knowledge Base

3027 articles

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How enter a part disposal of an asset within the Capital Assets module?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital Assets. 3. Click the Asset…

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How do I enter ‘Actual’ amounts for Partner Profit Shares?

Select, Posting | Select, select the Post File and click [OK]. Click [OK] on the Review/Specify Posting Batch screen. Select, Advanced | Partner Profit Share…

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How do I swap a chart from ELTD to my own chart?

1. Take an extract (Client |Extract). 2. Edit | Swap Chart | Details: if there are account and group descriptions, fixed assets depreciation policies, fixed…

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‘Change of Name’ disclosure does not appear within the Report of the Directors’

In the first year of incorporation the annual report produces an automatic 'Incorporation' note in the Directors’ Report, which also includes the 'Change of Name'…

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How do I Revalue a Pension Asset?

PLEASE NOTE: From Version 11.9 all users must be on the new Enhanced EPEN Chart. Solution: The following account codes should be used: Debit the…

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How do I setup a Joint Capital Account?

A Joint capital account can ONLY be set between TWO Partners. Only ONE Partner in the Joint Capital Account will have an Order Number, the…

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How do I show the registered number on the FLY sheet?

In order to set the alias at Client Level (for one client only) Select, Edit | Report Aliases - In the Standard box enter FLY.…

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Do contact details get linked to the main client?

Any phone numbers or email addresses that are entered to the contact do not get copied to the main client. To add details to contact…

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PSA report with ICAEW Audit 01/05 wording – Accountants’ Report – Certificate D

Option D should only legitimately be used in conjunction with a PSN report. Select, Edit | Data Screens | Reports | Accountants' Report The ICAEW…

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How do I do a share transfer within the share register?

Select - Edit | Share Register | Transfers tab | New The screen is used to enter a transfer of shares from one shareholder to…