About Status Colours in IRIS Financials

The line colours in IRIS Financials indicate the current status of a particular line on a document. The colours are as follows:

Blue

This indicates the line is unallocated or unpaid if on a Sales or Purchase Ledger account. These lines will have a Status of O as shown on the example below.

In the example below which is an LLPI - Non-Order Invoice, the middle line is the Purchase Ledger line which is unpaid as the status is O.

An O on a VAT line indicates the line has not been included on a VAT return. In the example below, the bottom line is the VAT element.

Yellow/Cream

This indicates that the line is allocated and/or paid if on a Sales or Purchase Ledger account. These lines will have a P in the Status column.

In the example below which is an LLPI - Non-Order Invoice, the Purchase Ledger line at the top has a P in the Status field which indicates the invoice has been paid.

The bottom line is the VAT element which also has a P in the Status field. This indicates the document has been included in a VAT return which is submitted to HMRC.

If the Status on a VAT line has a P in the Status field, please do not amend the document as it may leave a balance on the VAT account.

Magenta

This indicates the line is on a paylist which has not been completed/posted to the books.

To identify the paylist in question, see the Paylist column as shown in the graphic below. You can then go to Options > Payments and complete the paylist if required. Additionally, if the document is removed from the paylist, it will revert back to a blue - open status if the document is removed from the paylist. 

If you cannot see the paylist column, click on the Columns heading which will bring up a list of additional fields. Click on the Paylist field to add it to the Account Enquiry screen.

Green

This is where a document is in the Register period. These documents will always have a Status of R as shown in the graphic below.

These documents are unauthorised documents, which will not pull through to a paylist until they have been authorised.

Red

This is where a document is in dispute. These documents will not pull through to a paylist until they have been undisputed. Documents in dispute will have a status of D as shown below.