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IRIS Financials Ideas Portal (Commercial & Charity)
Status Already exists
Workspace IRIS Financials
Created by Guest
Created on Sep 28, 2023

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
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    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