Manage Period States

This guidance is only for IRIS Financials Version 7.0.2223 or later if your organisation has switched on the New security screens. If it is not switched on or using version 7.0.2103 or earlier, go to Manage Period States.

Edit Period States to manage:

• Where they display in the list when choosing a State for a financial period
• Which Security Roles must be assigned to a user's group

1. Go to Maintenance, then select Period States.
2. Select EDIT.
3. Change the required details in General or Security.
4. SAVE the changes.