SBS Budgets update - IRIS Sync setup guidance via our Assist app

Posted  13th October 2022
Posted by  SBS Budgeting Team
Please be aware that SBS Budgets integrates with IRIS Financials, SIMS and Arbor for significant time savings and more. Find out more >
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We hope September was a productive month and you are now set-up to tackle academic year 2022/23.

This of course is one of the busiest times of the financial year, meaning it's worth reminding our users that the PSF/IRIS Sync Tool can be very useful in reducing time spent on transferring data from SBS Budgets into your IRIS Financials system.

Money, Vision, People & Process

Need assistance?

Earlier this year we released a new module called SBS Assist which holds a myriad of videos and help documents for SBS Online.

In this module, there is also a sync area with videos and documents detailing how to use all aspects of the sync tool and troubleshoot all known issues.

This can be located by logging into the SBS Online portal and selecting the SBS Assist module. Once a new tab opens, using the menu on the left-hand side, select Sync > SBS & IRIS Sync and there you will find the relevant guides.

As always, please contact the Service Desk with any issues or concerns. Thank you.


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In other SBS Budgets news

The NI rates have changed and SBS Budgets allows you to accurately reforecast your budget scenario and realise the impact on your school or trust.

SBS Budgets provides standard calculation tables for you so that you can quickly apply the latest government NI changes to your budget scenario plan and our MAT level functionality also lets you apply these changes centrally to your whole trust in one go.


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Find out more about our budgeting software