Knowledge Base Articles

ias-1971

Changing the position of the accountant’s certificate / client approval

Select Setup | Report Options | Certificate/Client Approval (Accountants). Select from the following options: A Separate page showing both B Balance sheet for either C…

ias-1968

How do I Amend or Extend the accounting period end date on a posting entry?

Select, Posting | Post File Maintenance | Highlight the business | click Entries | Accounts Production will display a list of existing post files for…

ias-1963

Error Where Turnover Does Not Agree to Trial Balance

If you wish to create a turnover note which is split by geographical turnover on the ELTD chart, select, Edit | Data Screens | Notes…

ias-1944

How do I create an interim account period end date?

Go to Edit | Account Period End Dates. In the Account Period Maintenance screen IRIS will display a list of account periods that have been…

ias-1938

How do I create a share split?

To enter in a new share split, go to Edit | Share Register, select the Events tab and click New | Share split. This will…

ias-1941

What is the Quick Accounts List and how do I use it?

The quick accounts list is intended to make it easier to find the correct codes to use for a particular client. There are two parts…

ias-1916

How to export a file to MS Word

In order to export the accounts into MS Word, Select, Reports | Annual, this will take you to the financial statements - annual report output…

ias-1908

How do I change the MAN report P&L so the figures are not expressed as a %

Users are required to set the following alias, Select, Edit | Report Aliases - Enter 'MS1' in the Standard box and 'MT1' in the Client…

ias-1910

Can I turn off the credit/debit validation?

To turn off the debit/credit validation per batch of postings from within the posting screen, For one client, within the posting screen: Batch Control |…

ias-1900

Stock in Management Accounts, netting off against sales or purchases.

You will only need to follow part (a) the first time you use this fact sheet. After that the new document type will be available…

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