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IRIS Financials (v7+)

Hi, how can we help?

Not an IRIS Financials Version 7 user or using the DfE Chart of Accounts? To find help for other IRIS Financials versions, go to the IRIS Financials help centre.

Help by area

What's new

Discover:

  • New features
  • Release notes for fixes and updates

Getting Started

Get help with:

  • Accessing PS Cloud
  • Changing your password

Get Ready for the New Academic or Financial Year

Get help with:

  • Managing PS Cloud and PS Accounting accounts
  • Check and update approvers
  • Complete start of financial year tasks

Month-End Processes

Get help with:

  • Checking all transactions for the month are recorded
  • Completing monthly financial management tasks

Year-End Processes

Discover:

  • Preparing for year-end
  • Finalising accounts
  • Processing year-end

System Administration

Get help with:

  • Assigning IRIS Financials licences
  • User accounts and security
  • Managing settings

Payments

Get help with:

  • Processing payment runs
  • Invoices and credit notes
  • Cancelling and refunding payments

Banking

Get help with:

  • Importing bank statements
  • Reconciling transactions
  • Managing bank accounts

VAT

Get help with:

  • Managing VAT periods
  • Completing VAT returns
  • VAT reports

Documents

Get help with:

  • Recording and correcting transactions
  • Allocating documents to payments
  • Managing documents on the register
  • Remove hold status from documents

Sales

Get help with:

  • Creating invoices
  • Managing items for sale
  • Writing off bad debt

Trips

Get help with:

  • Setting up trip accounts
  • Recording bookings and payments
  • Managing trip income and expenditure

Accruals, Prepayments, and Deferred Income

Get help with:

  • Posting accruals
  • Managing prepayments
  • Processing deferred income

Budgets

Get help with:

  • Creating or importing budgets
  • Budget reporting
  • Updating previous year's actuals

Fixed Assets

Get help with:

  • Adding or importing fixed asset details
  • Calculating and managing depreciation

Accounts

Get help with:

  • Creating cost centres and accounts
  • Account and nominal indices
  • Managing cost centres

PS Cloud

Get help with:

  • Accessing PS Cloud
  • Downloading a Remote Desktop Protocol (RDP) shortcut
  • Using PS Cloud Self Service

Emailer Suite

Get help with:

  • Configuration and settings
  • Managing email addresses
  • Emailing documents and statements

Searching and Reporting

Get help with:

  • Finding account, document, or transaction details
  • Create barcodes and QR codes
  • Accessing and running reports

Help for other IRIS Financials products

IRIS Financials Purchasing

Get help with:

  • Raising Requisitions and Purchase Orders
  • Processing Goods Received Notes (GRNs) and Invoices
  • Authorising Purchase Orders
  • Managing IRIS Financials Purchasing Licences

 

PS People

Get help with:

  • New features, fixes, and updates
  • Using PS People

Making Tax Digital (VAT Returns MTD)

Get help with:

  • New features, fixes, and updates
  • Preparing and submitting VAT Returns using MTD

IRIS Invoice Matcher

Get help with:

  • Using IRIS Invoice Matcher
  • Configuration and settings

IRIS Financials Expenses

Get help with:

  • Using IRIS Financials Expenses
  • Setting up expenses approvers

Not found the help you want? - Try our A to Z category listing.