Knowledge Base Articles

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How to use Data Screen Defaults

Data Screen Defaults can be applied by the Master user via Setup | Data Screen Defaults The default values for the above different levels can…

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Where can I find the Client Checklist?

The Client Checklist is a simple document that can be used to gather and record information on a client. The Client Checklist is located in…

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I cannot see ALL the Postings within the “Posting Screen”?

In the Posting Screen, you need to go into BATCH CONTROL, click [New]. Under the heading "Display Postings as entered" ensure the spot is in…

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What do the Symbols next to the Posting number mean?

The following symbols represent the following: O - An Opening Balance posting X - Cancelled posting, the Original posting which has been cancelled C -…

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How to amend “Share Type” which has been “Fully Paid” in the Share Register

In the Share Register, when you create a NEW "Share Type" the "Fully Paid" option will automatically be ticked. NB: This box will be GREYED…

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When setting up a new job type in IRIS Time, what do the options mean?

Job Types are the first level of analysis within Time & Fees. If you have elected to use Job Types all postings made in the…

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What does the debtor days column do on the aged debtors report?

There is an optional debtor days column available on the aged debtor report. This calculates the debtor days using: Debtor days = (Account balance/Total amount…

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How do I enter a long business name or trading name?

To enter the full business name users are required to do the following: Client | View | Edit Names Enter the long business name within…

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How do I amend or add a new depreciation policy?

Select Setup | Depreciation policies, IRIS will display a list of depreciation policies. Select [New] to add a new depreciation policy. Select [Change] to amend…

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Balance sheet – does not balance – Sole Trader/Partnership Accounts

There are a few things to check: 1. Select, Client | View – Ensure the correct business type is selected i.e. Sole trader/Partnership NOTE: Business…

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