Customer feedback & Ideas for IRIS

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Ability to add new lines to one Chart of Accounts which can then be used for all clients

Ability to add new lines to one Chart of Accounts which can then be used for all clients. At the moment, if we update new lines for a new description this does not update the overall chart of accounts on IRIS so we have to add the new description to each of the COAs for each client. Rather than one overall COA.

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  • Aug 20 2024
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    Nick Lloyd commented
    4 Sep 08:59am

    Hi

    It possible to amend the chart at a system level, this will only affect new sets of accounts at the point you apply the chart for the first time & will not influence those that you have already prepared or started to prepare accounts.

    If you go to Setup and Accounts charts you should see the screen below and then click on amend and account description type and settings.