Iris Financials

[MYK-IT]

Hi,

 

With no involvement to date, been informed that our Finance Dept are changing their finance system (from Correro) to Iris Financials and it is a cloud-based solution(???)...

 

However, since been given instructions to setup RDP access in readiness... 🤨 Not quite cloud-based then, more like 'cloud-based' SIMS 🤪

 

Anyway, just wondered if anyone else is using Iris Financials and can give any hints, or insights? (besides having to whitelist RDP program for Finance Computers!)

 

Thanks,

[Alis_Klar]

We've had it for a few years.  Not got involved other than creating RDP link on desktops.

 

I will say certain elements of the system are extremely antiquated just like SIMS. 

 

The odd thing is they have a fully cloud based web interface but not all functions are possible with that.  It mainly used by heads to authorise orders etc.

[Planehazza]

As above, there's a link you need to deploy to desktops, and staff just run that and sign in with the PSFCloud accounts.

 

https://help-iris.co.uk/education/financialsv6/cloud/downloading-rdp-shortcut.htm

 

We're, however, having a mare getting it to work on W11 24H2 devices. Spent days working on it, and thus far I've pinned it down to domain joined PCs not working, depsite the computer objects being isolated from all GPOs. 

 

[leegcvcc]

We are looking at this too, from being on-premise to going to their hosted solution

 

 

On 17/07/2025 at 10:13, Planehazza said:

As above, there's a link you need to deploy to desktops, and staff just run that and sign in with the PSFCloud accounts.

 

https://help-iris.co.uk/education/financialsv6/cloud/downloading-rdp-shortcut.htm

 

We're, however, having a mare getting it to work on W11 24H2 devices. Spent days working on it, and thus far I've pinned it down to domain joined PCs not working, depsite the computer objects being isolated from all GPOs. 

 

 

Did you get anywhere with this bearing in mind it was 2 months ago now. Hopefully you have 🤞

[MYK-IT]

We've RDP setup on finance dept. computers - but certainly no fan of the software in general (bit like SIMS.net being cloud, but not really...)

 

In addition, not impressed by their Tech Support - appears when emails are sent out (e.g. orders, BACS) they are sent via their servers (masquerading using your email) so of course they are failing DMARC. Only through own research, apparently using SENDGRID. So, I've asked them as to what DNS / TXT etc settings I need to configure (to authorise) and it's like no one else has ever asked, or queried this before! 🤦‍♂️ Of course, none of this was brought up as pre-requisites during on-boarding. 

Edited September 25, 2025 by MYK-IT

[RobFuller]

It took them two weeks to share all the relevant DNS entries with us when I was implementing DMARC. Definitely get this in advance of the system going live.

[Planehazza]

On 25/09/2025 at 11:35, leegcvcc said:

We are looking at this too, from being on-premise to going to their hosted solution

 

 

 

Did you get anywhere with this bearing in mind it was 2 months ago now. Hopefully you have 🤞

 

Yeah mate, SSL decryption strikes again. Added the RDG addresses to the SSL exclusion list.