How to enter an Electronic Income Statement

Search

1. In the second tab of the IRIS bar click Royalty Income Mgmt.
2. In the Income source Field enter the Income Source for the statement.
3. You can also click … at the end of the Income Source text box to open the Income Source search window, select the correct Income Source from below and click Select.
4. Once the Income Source is selected you must choose the file format. The File Format can only be chosen from the existing File Formats for the selected Income Source (see How to add a File Format to an Income Source).
5. To choose the File Format click on the File Format field and select the correct File Format from the dropdown menu.
6. Next you must choose the location of the Electronic Income Statement file on your computer. To do this click the … at the end of the Location field and locate the Electronic Income Statement file in the window that opens, select the correct file and click Open.
7. You may also add an existing Cash Receipt by clicking the … at the end of the Cash Receipt ID’s field.       
8. In the window that opens, search for the correct Cash Receipt using the dropdown filters at the top of the window, then select the correct Cash Receipt and click Select. This will automatically fill out the Receipt Source, Deposit Date and Receipt Amount fields.
9. Add any notes you want to go with the Income Source Statement to the Notes Field.
10. Once you have finished entering all the data click Process File to save and Process the Statement.