How do I activate my IRIS Bookkeeping licence?
Click on Tools then Options
(or Enter Licence if no company is currently
loaded). This will display the Licence tab.
Complete the fields as appropriate with the licence information
provided by IRIS Software (contact 0844 815
5661)
How do I create a new Company within IRIS Bookkeeping?
A small wizard is available to set up a new company. This is
accessed by going to File, then
Create a new company. Complete all relevant fields
in each of the screens. Certain fields are compulsory, but others
can be left blank and then entered at a later stage.
How do I configure the Nominal Ledger to make it more
appropriate to my company?
Nominal Ledger accounts can be amended to show different
descriptions, or new nominal accounts can be added.
To edit an existing code, go to Nominal and
then List Nominal Accounts. Select the
option for ‘all accounts’ at the bottom of the screen. Find the
account to be amended and double click on it. The description can
now be amended.
To set up a new nominal account, go to Nominal
and then Create new Nominal Account. Complete the
fields as relevant with an appropriate account number, type and
sub-type etc.
How do I create a new customer or supplier?
Go to either the Customer or
Supplier menu and select the option for
Create New Customer/Supplier. Complete the fields
as appropriate. Certain fields are compulsory, and others are
optional and can be entered at a later stage.
How do I create a new bank account?
Go to the Bank menu and choose the option for
Create New Bank. Complete the relevant bank
and contact information in the General Information
tab, and then click on the Bank Accounts tab and
complete all relevant fields.
How do I set up stock accounts?
To create a new stock item, go to the Stock
menu and select the option for Create New Stock
Item. Complete all relevant fields in the
screen. Only a code and description are compulsory, but
it is advised that other fields are also completed if you intend to
use the stock system as a basic stock control.
How do I create a backup, or restore a backup file?
To take a backup, go to the File menu and
choose Backup database. Choose a location to
save the backup to and click the backup button at
the bottom of the screen.
To restore a backup, go to the File menu and
choose Restore database.
Select the relevant file from the list, or browse to the location
of the file if it is not listed. Once the file is selected,
click on the restore button at the bottom of the
screen.
