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.
- Creating user accounts for PS Cloud
- Download a new Remote Desktop Protocol (RDP) shortcut and accessing PS 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
- Importing approvers
- 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
- Using IRIS Financial Planner for 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