How to search for and edit a Royalty Income Statement

Search

1. On the second tab of the IRIS bar click on Royalty Income Mgmt.
2. A new window will open. Go to the third tab in the new window that opened, called Royalty Income Statements.
3. To display all existing  Statements, click Search.
4. To filter by Income Source, enter your search term into the Income Source field or click on the … and the end of the field to open a list of income sources. Search for the correct Income Source in this list, select the row and click Select.
5. Other filtering options are: Statement Period, Date Entered, Statement ID, Check #, Entry Date, Cashbook Reference, and Notes. You can also choose to Include Cancelled Statements by checking the Include Cancelled Statements box. All these can be found in the red box below.
6. To edit a Statement, select the statement you wish to edit and click Edit.
7. To release a Statement, select the Statement you wish to release and click Release Selected Statement(s).
8. To place a Statement on hold, select the Statement you wish to place on hold and click Place Selected Statement(s) On Hold.
9. To cancel a Statement, select the Statement you wish to cancel and click Cancel Selected Statement(s).
10. To copy a Statement, select the Statement you wish to copy and click Copy Statement.