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Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work.

Why when everyone needs future periods do these have a to added manually for each period. Can a rule or journal not be created to help the end users with making this smarter?

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    • Guest
      Sep 29, 2023

      Graham

      Ok thanks for letting me know, as you have recognised that this is not a quick and easy process for customers on v6 it would be nice if the support team could do this on our behalf as I believe you are able to do this quickly in bulk rather than us having to do them individually.

      Thanks

      Sascha

    • Admin
      Graham Fain
      Sep 29, 2023

      Thanks for your message. V7 Iris Financials contains a wizard to make adding new accounting periods much quicker and easier.
      Please take a look at https://help.iris.co.uk/education/financials/system/adding-accounting-periods.htm for more information.
      Best wishes

      Graham