IRIS Education Resource Centre

 

PDF Downloads

This section includes PDF copies of our user guides and useful information sheets

PS Accounting User Guides

 

Introduction to PS Accounting

This guide provides an overview of the PS Financials system including the structure of our standard chart of accounts. It also includes an overview of some basic functions from PS Accounting and PS Purchasing. We recommend reading this guide before starting to use any PS Financials application and/or before attending any training courses.

 

Getting Started with PS Financials

This guide provides quick start instructions for new users to the PS Financials system from logging in to basic processes in PS Accounting and PS Purchasing. We recommend giving this guide to any user users.

 

Setting up & Maintaining Fixed Assets

This guide provides information on how to set up PS Accounting in order to correctly add, record and maintain fixed asset information. It includes explanations for the terms and concepts used and is aimed at the person responsible for maintaining fixed asset information.

 

Managing the PS Financials System

This guide is aimed at System Administrators who have System Administrator access to the system. It covers all aspects of setting up and maintaining the PS Financials system, including instructions and explanations. A separate guide is provided for the management of users and user security.

 

Managing Users & User Security

This guide is aimed at System Administrators who have System Administrator access to the system. It provides a detailed explanation of the how system security is set up, together with detailed instructions on how to add new users and edit user access and settings.

 

Year End Procedures

This guide provides valuable information to help prepare and carry out the various procedures required to manage your year end. It covers processes that should be carried out from June onwards together with various best practices and how to make the year end process as seamless as possible. This guide is updated each year.

PS Purchasing User Guides

 

Processing Purchases using PS Purchasing

This guide provides instructions on all the available tasks in PS Purchasing that are used to manage your procurement process. From raising a requisition and purchase order, to managing goods received and entering invoices.

 

Setting up & Administering PS Purchasing

This guide is aimed at System Administrators and provides information on how to set up PS Purchasing for us within your establishment/organisation.

Useful Information Sheets

 

Keyboard Shortcuts

Lists the keyboard shortcuts and icons for applicable menu options in the PS Accounting application.

 

Ledgers List

Lists the ledgers used within the PS Financials chart of accounts.

 

Nominals List

Lists the nominals used within the PS Financials chart of accounts.

 

Document Types/Input Forms List

Lists the document types and document input forms used within the PS Financials chart of accounts.

 

Document Status Colours List

Lists the status colours used when viewing documents in PS Accounting.