6 ways to enhance your IRIS Financials

Posted  3rd August 2023
Posted by  SBS

Have you considered the following areas and how they could benefit staff, finance & accounting best practice and data integrity?

IRIS Education is the leading trust financial software, helping to connect people with data, creating intelligent insights that help educators make better decisions and deliver smarter outcomes for pupils.

Furthermore, the expert Finance & Accounting team is accredited to support the software, enhance it and train your staff whatever your experience or objective.

1. Expert health check of your system

  • Security settings and users
  • Databases, locations and licensing
  • Document types and transactions
  • VAT and control accounts
  • And more...

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2. Essential system corrections

  • Fix critical health check items

- System setup & structures

- User security and access


    • Fix recommended health check items

- Process changes to maximise best practice

- System access restrictions and continuity

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3. IRIS Purchasing setup

  • User setup inc. authorisation limit and group access
  • Nominal Setup & Security
  • Account (Cost Centre) Setup & Security
  • IRIS Distribution Workflow Settings
  • And more...

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4. IRIS Purchasing training for staff

  • Raising Purchase Orders
  • Processing Goods Received
  • Writing Off/Cancelling
  • Processing invoices
  • And more...

Book a call ⇢  Get a quote ⇢

5. Admin training for your staff

  • Creating and Maintaining Users & User Groups
  • Creating and Maintaining Security Roles & Access
  • System Admin inc. Cost Centres & Nominals
  • Ledger and Period Maintenance
  • And more...

Book a call ⇢  Get a quote ⇢

6. Sync IRIS Financials with SBS Budgets

  • Sync CoA structures, budget forecasts & imports
  • No dual entry of contracts
  • Build and report budget plans with the latest data
  • Expert setup from the SBS team
  • And more...

Book a call ⇢  Get a quote ⇢


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