Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

On Screen Working Papers

I think Iris should produce a filing program where you can produce an on screen working papers pack. Something to filet in excel sheets, pdfs and IRIS produced reports and then assign the packs to different team members to review or contribute.

  • Guest
  • Jun 9 2021
  • Already exists
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  • Admin
    Nick Lloyd commented
    11 Aug, 2021 09:41am

    Hi Thomas,

    It is possible to run a working paper file from with Accounts Production, if you go to Reports and Auditor, the software will generate a working paper file, this does require a separate licence but if you would like a demo, please speak to your account manager.

    The second option, included within your existing Accounts Production software licence is to use the working papers link from the edit menu. This allows you to attach an excel set of reconciliations and additional documentation and referencing to your accounts. If you then run the Interactive Report and more specifically, click on the Working Paper Links tab, it will allow you to add commentary notes to figures in both the Balance Sheet and Profit and Loss Accounts (Income Statement).

    The final option, we have 2-way Trial Balance integration with "My Work Papers" a third-party provider of working paper software.

    Best wishes