Knowledge Base Articles

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3027 articles

ias-1533

How do I correct bulk write off postings in Time & Fees?

Contents Introduction Write off not updated to time ledger Write off updated to time ledger Introduction The Bulk Write off is a facility that allows…

ias-1523

Can IRIS produce Audit Reports without client name and specific details?

Users are required to set the folowing alias by selecting, Edit | Report Aliases - Enter '$CH' in the Standard box and '$CJ' in the…

ias-1510

How do I change an account description at client level?

SELECT: Edit | Account Descriptions in the Client- Click [ADD] OR [NEW] NB: Account Descriptions can be changed whilst posting. From the Posting Screen Click…

ias-1503

Depreciation is not appearing on the Operating Profit/Loss note

The Depreciation shown on the Operating Profit note is picked up from the Balance Sheet posting and not the Profit and Loss Account posting. Make…

ias-1505

What are the postings required when dealing with purchase of own shares?

Posting needs to be made using one of the Purchase of own shares codes under the Reserve Group, which are accounts 968-973. Purchase of own…

ias-1506

How to remove cancelled posting from appearing in the Posting Screen?

On the Enhanced Charts within the posting screen, please tick box 'hide audit trail' on the bottom right.

ias-1471

Trust Tax- How to change/enter the Capital Gains Annual Exemption

1. Log on to Trust Tax and select the trust. 2. From the Edit menu select Capital Assets. 3. From the Edit menu located to…

ias-1455

How to amend maximum number of entries allowed on Spreadsheet view?

Select: Posting | Post From the posting screen select Display Posting then Spreadsheet Column Setup. This option allows you to change the information displayed in…

ias-1407

Rounding difference relating to capital/current accounts

This usually occurs where Opening Balances have been generated by the Software. In the year of Posting, IRIS rounds expenses and Capital/Current Account movements (eg.…

ias-1406

Rounding difference relating to retained profit – Enhanced chart

This usually occurs where Opening Balances have been generated by the system. In the year of posting, IRIS rounds each expense figure, then adds them…