Manage 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 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.

 

Period State access depends on the product:

  • In IRIS Financials, access is controlled by Post Security. Users must have, and only need, Post Security permission to view Period States, regardless of their Access Level.

  • In IRIS Financials Purchasing, access is controlled by Access Level. A user with Access Level 7 can access all Period States at level 7 or below.