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Dynamic reporting with Microsoft Excel

Key features

Microsoft Excel is a powerful tool used by many accountants to create reports, but any accounting system should provide a series of reports
that will help you and your client to
manage the business.

IRIS Accounts Office not only provides the standard reports you would expect, but also has innovative functionality to help you create tailored reports.

 

Reports & Report Writer Virtual Tour

Standard reports

IRIS Accounts Office provides a comprehensive selection of standard reports which includes:

  • Credit control reports for both debtors and creditors
  • General/Nominal Ledger reports including trial balance, profit & loss and balance sheet 
  • Transaction reports
  • VAT reports
  • Bank reconciliation reports
  • Audit trail reports

Tailored reports

IRIS Accounts Office also makes developing your own reports and analysis of your data quick and easy through the following three unique features.

  • Drag & drop Visual Report Writer - this enables you to create your own reports by selecting the parameters/fields and ‘dropping’ them onto the template. These reports can be saved in the drop-down menus in IRIS Accounts Office so you can find them easily

  • Drill-down to transaction - from any report, including those your create, you can drill-down to the underlying financial transaction details. The capability to drill-down is not restricted to reports and is available throughout IRIS Accounts Office

  • LiveLink to Microsoft Excel Virtual TourLiveLink with Microsoft Excel - when you create a report in Microsoft Excel, utilising the unique LiveLink technology, your report is dynamic. This means that you can select from various parameters from within the report (e.g. the year) and the data will automatically be refreshed to show the relevant financial information. There is then no need for multiple reports and/or print outs.

 

  The IRIS Plus Partner Programme
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Accounts Office
Core Financials
Other modules included
FREE practice edition
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Comparison with Sage (83.47 kb)


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*The Institute of Chartered Accountants in England and Wales has accredited IRIS Accounts Production, Business Tax, Personal Tax, Corporation Tax and Practice Management (including Time & Fees and 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.

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