Set up and administer

Set up IRIS Financials and keep it running. Topics cover company settings, document types and input forms, analysis fields, currencies, data imports and troubleshooting.

• Company and system settings

  Set up your company details and system settings, manage licences, and back up your database.

• Documents and input forms

  Create and maintain the document types and input forms that you use to record transactions.

• Analysis fields, indices and rules

  Set up and maintain the analysis fields, indices, key lists and rules that classify your financial data.

• Currencies

• Import data to IRIS Financials

• Troubleshooting

  Find solutions to common errors and display problems.