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Workspace IRIS Financials
Created by Guest
Created on Sep 28, 2023

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Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work.

Why when everyone needs future periods do these have a to added manually for each period. Can a rule or journal not be created to help the end users with making this smarter?

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  • Guest
    Reply
    |     Sep 29, 2023

    Graham

    Ok thanks for letting me know, as you have recognised that this is not a quick and easy process for customers on v6 it would be nice if the support team could do this on our behalf as I believe you are able to do this quickly in bulk rather than us having to do them individually.

    Thanks

    Sascha

  • Admin
    Graham Fain
    Reply
    |     Sep 29, 2023

    Thanks for your message. V7 Iris Financials contains a wizard to make adding new accounting periods much quicker and easier.
    Please take a look at https://help.iris.co.uk/education/financials/system/adding-accounting-periods.htm for more information.
    Best wishes

    Graham