User Guide for Iris-ADX - Federal Board of Revenue · User Guide for Iris-ADX User Guide for Page...

Date of Publication: 16 Jan-2018

User Guide for Iris-ADX


User Guide for Iris-ADX Page 1 of 10

Table of Contents

Login to FBR Iris-ADX ....................................................................................................................................................................................... 2

Change Default Password ................................................................................................................................................................................ 2

Synchronize Profile .......................................................................................................................................................................................... 3

Open Dashboard .............................................................................................................................................................................................. 4

Add Sales Invoices ........................................................................................................................................................................................... 4

Sales Invoice Modification ............................................................................................................................................................................... 7

Import Sales Invoices in Bulk. .......................................................................................................................................................................... 8

Upload Sales Invoices .................................................................................................................................................................................... 10

Logout ............................................................................................................................................................................................................ 10



Screen Reference Steps Action

After installing the IRIS-ADX, open IRIS-ADX (from the shortcut available on your desktop).

Login screen shall appear.

Enter the provided username in “User Name” field.

Enter the provided password in “Password” field.

In order to “Remember password”, click check box displayed under password field.

Click the “Login” button. Note: In case you were not provided a user name and password, the default User Name is “Admin” and Password is “123456”.

In case you are logging into FBR Iris-ADX for the first time, system shall display the following dialog recommending to change the default password.

In order to change the default “Password”, click “Yes” button.

Refer to Change Default Password section.

Login to FBR Iris-ADX

In order to change your password, open the “Profile” menu item from main menu and select the “Change Password” option.

Change Default Password



The “Change password” screen shall appear.

Enter current password against “Current password” field.

Enter new password against “New password” field.

Reenter new password in “Confirm Password” field.

Click “Save” to submit password change.

In order to Synchronize Profile, click “Synchronize Profile” tab.

The following “Login” screen shall appear.

Enter your online (e.fbr.gov.pk) User Name in the “User Name” field.

Enter the relevant password in the “Password” field.

Click on the “Login” button.

The system will verify whether the provided details are correct and you will be successfully logged in.

Synchronize Profile



On successful login, following screen shall appear.

Click “Sales Invoice Manger” menu displayed at the top of the screen.

The following “Dashboard” screen shall appear.

In order to view statistical information of sales invoices, Select relevant “Tax Period” from tax period dropdown list.

Click “Filter” button.

System shall display the statistics of relevant sales invoice items records in graphical format as shown in the screen.

In order to reset the filter, click “Reset” button.

Open Dashboard

In order to add new sales invoice, click on the “Add Invoices” tab.

System shall display the following “Add Invoices” screen.

Click “New Sales Invoice” button displayed under “Add Invoices” tab.

Add Sales Invoices



The following “Invoice Details” dialog shall appear. Add Buyer and Invoice Information

In order to provide the buyer details, select the “Tax Period” from tax period dropdown menu.

Enter buyer registration no. in “Buyer Registration No.” field. Note: The Buyer Registration No. shall be buyer’s NTN, CNIC or FTN.

Select taxpayer type from “Buyer Taxpayer type” dropdown menu.

In case of registered buyers, the system shall display the “Buyer Name” against buyer’s NTN, CNIC or FTN.

Select sale origination province of supplier from “Sale Origination Province of Supplier” dropdown menu.

Select invoice type from “Invoice Type” dropdown menu.

Enter invoice number in “Invoice No.” field.

Provide sales invoice date in “Invoice Date” field by clicking

this “ ” icon.

Following screen shall appear.

Select sales invoice date from calendar.

Invoice Date must be within the range of 6 months including the Current Tax Period month.



Add Item Details

In order to add an item against the provided buyer and invoice details, enter the relevant information in the following fields where required:

Select the relevant sales type from the “Sale Type” dropdown list.

Enter “HS Code” in case of Sale Type “Services”.

Select rate against “Rate” dropdown list.

Enter item quantity in “Quantity” field.

Select unit of measure from “UOM” dropdown list.

Enter Value of sales excluding sales tax in “Value of sales Excl. ST” field.

Select relevant description from “Description” dropdown list.

Enter relevant sales tax or FED in sales tax mode in “Sales Tax/ fed in ST Mode” field.

Enter sales tax withheld at source in “ST Withheld at Source” field.

Enter further tax in “Further Tax” field.

Enter total value of sales in “Total Value of Sales” field.

Select relevant SRO or Schedule Number from “SRO / Schedule No.” dropdown list.

Select item serial number from “Item Sr. No.” dropdown list.

To save the item details provided Click “Save Item” button after providing relevant item details.

Saved item shall be displayed in the “Items Detail” grid.

In order to edit the entered item details, click “Edit” button displayed against the relevant item record in the grid.

In order to delete the entered item detail record, Click “Delete” button displayed against the relevant item record in the grid.

To add more items against the same buyer and invoice details repeat the Add Item Details section.

In order to add another Buyer, click the “Set New Buyer” button.

The “Buyer Information” fields will be cleared.

Repeat steps of Add Buyer Information section to add another buyer.



Click “Cancel” button at the bottom of the screen.

System shall close the “Invoice detail” grid.

System shall display the added invoice in “Sales Invoices” grid under “Add Invoices” tab.

In order to “Edit” any record from Sales Invoices grid click the

“ ” icon against relevant record in relevant grid.

System displays “Invoice Details” dialog with editable fields.

Edit relevant information and click “Save Item” button as displayed.

In order to “Delete” any record from Sales Invoices grid click

the “ ” Icon against relevant record.

The following screen message appears.

Click “Yes” button to delete the record from invoice section.

Click “No” button to cancel deletion.

In order to search sales Invoice, click “ ” button displayed against sales Invoice grid.

Sales Invoice Modification



The following “Sales Invoice Filter” screen shall appear.

Provide the relevant information in search criteria and click “Submit” button.

System shall display the relevant records in the Sales Invoices grid.

In order to upload bulk of sales invoices, click on the “Import Excel File” button displayed under “Add invoice” tab.

The following screen shall appear.

Download excel file template by clicking “Download Template” button.

Prepare all invoices in the downloaded excel template.

Save the file at a desired location on computer.

In order to import saved excel sheet, click “Browse” button displayed against “Select File” field.

Import Sales Invoices in Bulk.




Select the relevant excel file from system and click “Open” button.

Import Excel File

Click “Import” button.

System starts validating the records in the selected excel sheet.

System shows the step-by-step progress of the file import.

System displays import progress in a progress bar as displayed.

In case all information is validated a message will appear “Completed” and the relevant records of excel file will be displayed in “Invoice Details” grid under “Add Invoices” tab.

Upon successful completion of file import, you will be prompted with success message and you will be asked if you want to import another file. In case of Clicking “Yes” button, the screen will be reset to continue with new file import.

In case some information is missing or not validated, an error message will appear against relevant record of excel file during “Import”. In this case you will be prompted to view/open the file. Clicking “Yes” button will open the currently selected Excel file. Or alternatively, you can Double-click on relevant record to view Excel File Error.

System shall open excel file.

Correct the relevant record and repeat the “Import Excel File” steps.



In order to upload an invoice, click “Upload sales Invoices” tab displayed at the top of the screen.


Select seller’s name from the “Name” dropdown list.

System displays the relevant seller’s “Registration No.” and “Type” in respective fields.

In order to search sales Invoice, refer to Sales Invoice Modification.

System displays the relevant Sales Invoices’ records against the selected seller’s in “Sales Invoices” grid as displayed.

In order to mark all invoices, Click “Check Box” under “Invoice Details” section.

In order to select all invoices then click “Select All” and unselect selected invoices then click “Un-Select”.

After all relevant record are marked, click “Submit” button.

System shall upload all marked invoices.

In case some information is missing or not validated, an error message will appear against relevant record after “Submitting” and system will update the status of the record to “Rejected”.

In order to correct the “Rejected” records refer to Sales Invoice Modification section.

Upload Sales Invoices

In order to logout from FBR Iris-ADX, Click Profile tab.

Click “Logout” option.

Logout

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