Create Supplier Accounts

To record and process payments for suppliers in IRIS Financials, an account must be created on the PURCHASE - Purchase Ledger for each supplier.

Permissions control what you can do in IRIS Financials. If you do not have access or cannot create, change, or remove details, contact your system administrator.

  1. Go to Masters, then select Accounts....
  2. Select the required ledger.

    Before creating an account, we recommend checking if it has already been created.

  3. Select Add.
  4. Enter a 12-digit code for the account (do not include any special characters).

    If creating the account that must be used by all locations on a ledger shared by a Multi-Academy Trust (MAT), you must add PRF at the end of the code.

  5. To create the account, select OK.
  6. Enter a meaningful name for the account in Title.

  7. In General, complete the following:

    Item

    Description
    Currency

    Select the required currency.

    Only completed for accounts dealing with currencies other than the default currency set for r IRIS Financials.
    Security

    • Access Level — Defaulted to level 3. Only change if access to the account must be restricted to specific users.

    • Input Allowed — Selected by default. Only clear if users cannot post documents to the account.

    Initial State

    • Defaults to Open to automatically post documents for the account to the live database

    • Select Hold if you want to create the account where any invoices are automatically put on hold and will need to released before they can be allocated to a payment run

    • Only select External when creating bank accounts

  8. If required, select or enter details, such as payment information, on relevant tabs.

    Available tabs vary depending on the type of account and your access permissions. To display all tabs, either use the arrows or to resize the Account Maintenance dialog, drag the bottom right corner.

  9. To save, select Apply.

If your organisation has added User Fields that must be completed to save the account, a warning with the missing details is displayed.

It can take up to 15 minutes for new supplier accounts to be available in MyPortal or IRIS Financials Purchasing.