Add Period States

This guidance is only for IRIS Financials Version 7.0.2103 or earlier. If using version 7.0.2223 or later, go to Add Period States .

To only allow a specific group of users to access a period, set up a period state, then assign it to the required period.

1. Go to Maintenance, then select Period States.
2. Select ADD NEW.
3. In General: 
   1. To help staff members identify the purpose of the state, enter a meaningful Name.
   2. If the state must be displayed in a particular position in the list when being assigned to a period, enter the required list number in Order.
4. In Security, select the required security role for each option.
5. SAVE the state.