Knowledge Base Articles

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Knowledge Base

3030 articles

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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…

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CoSec/Share register- How do I create a share split event?

This is only relevant in Company Secretarial /Share register To enter in a new share split, go to Edit | Share Register, select the Events…

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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…

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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…

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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…

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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 |…

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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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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…

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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…

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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…