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

We recommend reminding your PS Cloud users to check the files they have stored on their PS Cloud account to make sure they are not close to reaching the 1GB storage limit. If they are close to the limit, they should be encouraged to review and remove any files they do not need.

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