It's quite likely that your accountant will be using software called IRIS to produce your Year-end results. This page is for the accountant.
Your IRIS system will have its own code structure, which is different from Brightpearl. We have an extra field in the Chart of Accounts nominal code setup to support your IRIS "Map code", which allows a number of really handy features such as being able to display the IRIS map code in place of the Brightpearl nominal code on general ledger reports; useful if you're using Brightpearl purely for internal-only accounting.
This example shows the IRIS map codes displayed in the nominal code drop-down:
Setting Up
To display the IRIS Mapping Codes in place of the Brightpearl codes:
- Go to Setup > Company > Accounting: Nominals.
- Opt to hide nominal codes (this is the Brightpearl code).
- Opt to show map codes (this is the IRIS code you need to enter against the nominal code).
- Click Save changes.
To add a Map Code to a Brightpearl nominal code:
- Go to Accounting > Chart of accounts.
- Click the pencil icon to edit a code.
- Add the map code in the "Export Trial Balance map code" field.
- Click Save.
Creating the Chart of Accounts
If you're setting up a new client, then you can import the Chart of Accounts from Excel, including your IRIS Map code. This means that you can have a default set for your practice, and load this each time you create a new client account.
You can export your full Chart of Accounts at any time using the Trial Balance Report.
Learn more about the chart of accounts
Exporting a Trial Balance for IRIS
To export your trial balance with the IRIS codes:
- Go to Reports > Accounts > More > Mapped Trial Balance.
- Click the Export button.
- Select Excel and the number of rows to export.
- Click Export.
Importing a Trial Balance from IRIS
We've built an import tool that will take your Trial Balance, using IRIS map codes, and import directly into Brightpearl as an opening Trial Balance.
