IRIS Financial Planner - How-to Videos

You can view detailed information about how to perform certain tasks in IRIS Financial Planner.

Part 1: Introduction, Settings & Navigation

Provides a detailed overview of the application, how to apply settings and how to navigate.

Part 2: Staffing

Includes information on staffing and how to budget for staffing costs.

Part 3: Planning

Includes information on budgeting for non contractual related costs.

Part 4: Reports

Includes information on running the various reports available.

Part 5: Monitoring & Synchronisation

Includes information on budget and payroll reconciliation monitoring together with how to synchronise data.

Part 6: Multi School

Aimed specifically at Multi Academy Trusts and describes how reports can be consolidated.