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IRIS Accounts Office Online Training

In addition to our classroom courses we have online training, covering what we consider to be 12 key areas of the IRIS Accounts Office software. 

Easy to use, with clear dialogue and step by step instructions they provide a valuable medium for getting started with new aspects of IRIS Accounts Office. 

 

This area is being developed so bookmark this page.  You can click on the blue titles to see currently available training. 
 

  1. Setting up the system 1
    - How to use a standard set of accounts
    - Sample of control code table using a standard set-up

  2. Setting up the system 2
    - Cost centres, departments
    - VAT and currency set-up

  3. Opening balances 
    - Entering opening customer and supplier balances
    - Entering opening stock, as per stock key point
    - Entering opening trial balance, as per transactional key   point

  4. Creating customer and supplier records
    - Creating a basic customers record with only the minimum necessary fields

  5. Creating invoices
    - Creating a simple text invoice
    - Creating a stock invoice

  6. Creating payments/receipts and allocating to invoices
    - Creating a payment or receipt and allocating it to an existing invoice

  7. Creating bank nominals
    - Creating bank type nominal journals using the wizard

  8. Creating stock records, bill of materials, stock adjustments
    - Creating simple stock records
    - Creating bill of materials
    - Creating a stock adjustment

  9. Order processing
    - Creating a purchase order and processing it through an order to the delivered stage

  10. Form designer
    - Adapting one of the example invoice layouts

  11. Reconciliations and VAT reporting
    - Bank reconciliations
    - VAT reports

  12. Visual Report Writer 
    - Adapting one of the example report layouts
 
Next steps
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Call 0844 815 5691


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*The Institute of Chartered Accountants in England and Wales has accredited IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Accounts Office, IRIS Corporation Tax and IRIS Practice Management (including IRIS Time & Fees and IRIS AutoMail) under the terms of its Accredited IT Product Scheme. Purchasers should ensure that the software, its security features and related support meet their own specific requirements, as the Institute will not be liable for any damage whatsoever, incurred by any person, occasioned by the use of the software, or any related products or services howsoever caused.