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

3027 articles

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…

ias-1904

Cash Flow Statement – Enhanced Charts

Step 1) Debtor Balances Trade debtor balances are automatically calculated by IRIS. Complete the Analysis of Debtors data screen to allocate account balances within "Other…

ias-1874

How to log reports for confidential clients

This is a feature of report logging for confidential clients to help prevent people accessing sensitive information that they have no permission to see. To…

ias-1867

How to I remove the Private Income & Personal Expenses from Doctors accounts?

Users are required to set the following alias, Select: Edit | Report Aliases To remove Private Income - Enter 'D11' in the Standard box and…

ias-1864

How do I REMOVE the Balance Sheet and Capital Accounts Note from the PSA report?

Users are required to: Select: Edit | Report Aliases Set aliases BL3 = $OO( in the Standard box) and CC2 = $OO (O as in…

ias-1861

How to I change the fixed asset table to show Net Book Value?

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

ias-1849

“Undertaking not found in group file” when selecting a Subsidiary.

This is due to an INCORRECT "From Date" or "To Date" in the Undertaking Status. Select, Edit | Undertakings Whilst in a Group Client, highlight…