Update - October 2022

The following updates were made for IRIS Financials during October 2022:

Version 1924 or 1944 must be installed before using DfE Automated Returns.

IRIS Financials Version 1924

New Features

  • Ability to set the Security options for all nominals by User Group
  • Documents in a closed period can be changed or cancelled to post a new document to reverse amounts in an open period
  • DfE Academy Returns menu item available from Home

Fixes and Updates

  • Title column included for Detail Analysis Field lines in Document Enquiry
  • Account Value for Currency Rates no longer reverts to calculated currency if it was changed when a document as posted
  • Status updated to Register when removing register documents from dispute
  • Security Roles saved when assigned to a multiple User Groups
  • User Groups can only be maintained by users with administrator permissions
  • Company code added to identify values for more than one company in the Summary Balance Enquiry
  • Administrators can set and reset passwords for new and existing users

Removed Features

  • Removed ability to select and post to a closed period from a Document Input Form (UDI)

IRIS Financials Version 1944

Version 1944 includes all the new features and fixes and updates from version 1924.

New Features

  • Include Prior Year Actuals option available when running a Trial Balance
  • Security role can be applied to specific User Groups, allowing CANCEL DOCUMENT button to display on Document Enquiry
  • Administrators can save default columns for a specific enquiry type by selecting SETTINGS, then SAVE AS SYSTEM DEFAULT COLUMNS
  • Introduction of Gainsight to anonymously analyse how IRIS Financials is used and help make future improvements to the product. For more information, select Home, then Privacy Policy

Fixes and Updates

  • Improved how details for more than one licence are displayed on Licence Assignment window
  • Enhanced the process for editing documents with a lot of detail lines in hold, the register or posted to the books
  • Rule Maintenance opens when selected from Admin Modules
  • Keylist folders are deleted for all locations and organisation's using the keys
  • When running enquiries up to the date of the previous period for Year End, values of the last period (usually, period 12) no longer display if the audit adjustment period (usually, period 96) has the same end date as the last period