Getting Ready for the New Academic or Financial Year

Use the following topics to help you get ready at the start of the new academic or financial year:

PS Cloud Customers

We made some improvements to PS Cloud to allow you to manage users and licences, to find out more, go to PS Cloud Self Service New Features — May 2024.

• Accessing PS Cloud
• Download a new Remote Desktop Protocol (RDP) shortcut and accessingPS Cloud
• Using the PS Cloud Self Service Portal
• Changing passwords for PS Cloud accounts

On-Premise Customers

Before the new academic year starts, to make sure IRIS Financials is up to date and all services are running, you must: 

• After any server work is done, check all IRIS Financials services are restarted
• Check all services are running, including if applicable: 
  • The Licence Server,
  • The Event Engine,
  • The Data Transformation Service
  • The Workflow Engine

If you not sure how to complete the checks, contact your IRIS Financials administrator or IT administrator.

Managing Users

• Resetting IRIS Financials account passwords
• Adding users to user groups
• Deactivating IRIS Financials accounts
• Managing approvers and budget holders

Financial Management

• Setting up a new financial year and creating VAT periods
• Prepare and process the year-end
• Import and manage budgets
• Process accruals, deferred income, and prepayments
• Writing off and cancelling documents

Other Useful Topics

• Importing supplier catalogues
• Configuring the Emailer Suite
• Why a user cannot access or find documents
• Resolve the payment list 1st September date is not within the period error
• Resolve the Paylist Report error for YEARPERIOD parameter is missing a value
• Get a list of supplier bank details and email addresses
• Get a list of email addresses used to send documents with Document Emailer or Remittance Emailer
• Find where IRIS Financials Purchasing documents are in the approval process
• Posting IRIS Financials Purchasing documents to future periods
• Requisition attachments are missing on Purchase Orders, Goods Received Notes, and Invoices
• Resolve Disk Full Error
• Screen sizing is too big or small