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The following is a greeting given in one of the 20 indigenous languages recognized by the State of Alaska.

Ade’ ndadz dengit’a?
(Deg Xinag)
"Hello, how are you?"
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Administration / Finance / IRIS / References & Resources / FIN/PRO Users

IRIS Portal

System References & Resources

IRIS Financial (FIN) / Procurement (PRO) Users


  

Category

  • General References
  • Financial Job-Aids
  • Procurement Job-Aids
  • Training Manuals
  • Video Tutorials

General References

Reference Documents
  • IRIS Advanced Information Sheet - Overview of General Changes [PDF]
  • IRIS Transactions Phases and Statuses [PDF]
  • Track Work In Progress Reference [PDF]
  • Recall from Worklist Reference [PDF]
  • Manager Worklist Job Aid [PDF]
  • IRIS Security and Workflow (Approval) Role Assignments [XLSM]
  • Job Aid - ALDER reports for IRIS FIN - Security and Workflow [PDF]

The IRIS Advanced Learning Series Video Tutorials are available online in the AspireAlaska Learning Management System. For questions about accessing AspireAlaska, please contact the AspireAlaska Help Desk at AspireAlaska@alaska.gov. Topics include:

  • General Navigation
  • Using Bookmarks
  • Customizing with Gears and Columns
  • Summary of Changes in FIN/PRO
  • FIN/PRO Navigation
  • FIN/PRO Creating a Transaction
  • Procurement Management Navigation

Financial Job-Aids and References

Topic Area
  • Accounts Payable
  • Accounts Receivable
  • Budgeting
  • Cost Accounting
  • Debt Management
  • General Accounting
  • Other References
  • PCard
  • Re-Appropriation / Year-End
  • Revenue
  • Travel
  • Vendors / Customers
Accounts Payable
  • IRIS Advanced Information Sheet - Overview of Accounts Payable Changes [PDF]
  • Disbursement Revisions (DX/CDX) Job-Aid [PDF]
  • Retainage Payment Forfeiture (RTGPF) Job-Aid [PDF]
  • Customers - How to Request Additions, Changes, and Updates [PDF]
  • Searching for a Vendor in IRIS [PDF]
  • Warrants / EFTs - Checking Warrant Status [PDF]
  • Warrant / EFT Daily Exception Report Quick Reference [PDF]
  • Warrants / EFTs - Importance of Populating Vendor Invoice Number and Check Description Fields [PDF]
Accounts Receivable
  • Aged Accounts Receivable Debt Recovery (AARDR) CR1 Job Aid [PDF]
Budgeting
  • IRIS Advanced Information Sheet - Overview of Budget Changes [PDF]
  • Available Budget Structures [PDF]
  • Budget Buckets and Event Types [PDF]
  • Budget Document Event Types [PDF]
  • Budget Information [PDF]
  • Budget to Accounting Revenue Matrix [XLSX]
  • Restricted and Unrestricted Revenue [PDF]
Cost Accounting
  • IRIS Advanced Information Sheet - Overview of Cost Accounting Changes [PDF]
  • Program Object Exception (POEX) Table [PDF]
  • Reimbursement Frequency Date Information [PDF]
Debt Management
  • Lease Interest Calculation Workbook [XSLX]
  • Create LEASES (Lease Setup) Transaction [PDF]
  • Lease Maintenance - Create LEASEM (Lease Modification) and DEBTSC (Debt Status Change) Transaction [PDF]
  • Create DA (Debt Authorization) Transaction [PDF]
  • Import File - Schedule Details [PDF]
  • Create DGAX (Debt Management General Accounting Expense) Transaction [PDF]
  • Create DPRC (Debt Management Payment Request-Commodity Based) Transaction [PDF]
  • Lease Payment Correction Process [PDF]
  • Lease Year-End & Prepaid Payment Process [PDF]
  • Lease Prepaid Adjustment [PDF]
  • IRIS Advanced Information Sheet - Overview of Debt Management [PDF]
  • Job Aid - Bond Maintenance [BONDM] [PDF]
  • Job Aid - Bond Set Up [BONDS] [PDF]
  • IRIS Advanced Learning Series - Lease Management
General Accounting
  • IRIS Advanced Information Sheet - Overview of General Accounting Changes[PDF]
  • Accounting Profiles (ACTPR) Reference [PDF]
  • Matching Status Job-Aid [PDF]
  • Payment Discount Job-Aid [PDF]
  • How to Process An IET Document Referencing an IPO with a Credit Expenditure (Negative) Line Amount [PDF]
  • ITI/ITA Best Practices
  • ITI/ITA Event Type Matrix [PDF, SOA]
  • JVC, CH8, GAE1, and CH6 Cheat Sheet [PDF]
Other References
  • Budget to Accounting Revenue Matrix [XLSX]
  • IRIS Expenditure Object Codes Reference Worksheet [XLSX]
  • IRIS HRM Event Crosswalk to IRIS FIN Object Codes [XLSX]
  • Key Terms and Page Codes [XLSX]
  • Search & Inquiry in IRIS FIN/PROC [PDF]
PCard
  • Frequently Asked Questions [PDF]
  • PRCUU - PCard Charges Load & Removal Process [PDF]
  • PCard Nightly Batch Processing Steps [PDF]
  • PRCUU Vendor Assignment [PDF]
  • Navigating the PRCUU Page [PDF]
    • IRIS Advanced Learning Series - Navigating PRCUU for PCard Charges
  • PRCUU – Reconciliation Status Selection [PDF]
  • How are PRCC Documents Consolidated? [PDF]
  • PCard Process - Document & Page Resources [PDF]
  • Finding PCard Transactions in IRIS and USBank [PDF]
Re-Appropriation / Year-End
  • Re-Appropriation Digest (RAD) [PDF]
Revenue
  • IRIS Advanced Information Sheet - Overview of Manual Receivables Changes[PDF]
  • Restricted and Unrestricted Revenue [PDF]
Travel
  • Travel Standard Requisition (TRQS) and Travel Purchase Order (TAPO) Job Aid [PDF]
    • Presentation of TRQS/TAPO Job Aid [MP4]
  • Travel Process Changes FAQs [PDF]
Vendors / Customers
  • IRIS Advanced Information Sheet - Overview of Vendor Management Changes[PDF]
  • Searching for a Vendor in IRIS [PDF]

Procurement Job-Aids and References

Topic Area
  • Fixed Assets
  • General Procurement
  • Inventory
  • Master Agreements
Fixed Assets
  • IRIS Advanced Information Sheet - Overview of Fixed Asset Updates [PDF]
  • Fixed Asset Intent Job-Aid [PDF]
  • IRIS Advanced Information Sheet - Fixed Asset Transaction Update [PDF] (SOA Only)
General Procurement
  • IRIS Advanced Information Sheet - Overview of Procurement Updates [PDF]
  • IRIS Advanced Learning Series - Navigation: Procurement Management (PRCUID)
    • Linking New Transactions to Existing Procurement Folders and Awards Job Aid [PDF, SOA Only]
  • Bid Evaluation Job-Aid [PDF]
  • Claims Tracking Job-Aid [PDF]
  • Matching Status Job-Aid [PDF]
  • Payment Discount Job-Aid [PDF]
  • Proposal Evaluation Job-Aid [PDF]
  • Request for Alternate Procurement (RAP) Job-Aid [PDF]
  • Solicitation Response Clarification Job-Aid [PDF]
  • Vendor Protests and Appeals Job-Aid [PDF]
  • Shopper (SHOP)
    • Shopper (SHOP) Job-Aid [PDF]
  • Calculation of Preferences
    • Process [PDF]
    • Examples [PDF]
    • More Examples [PDF]
  • Create a...
    • Contract Document (CT) [PDF]
    • Multi-Year Purchases and Contracts [PDF]
    • Informal Request for Proposal (IRFP) [PDF]
    • Invitation to Bid (ITB) [PDF]
    • Master Agreement (MA) [PDF]
      • Master Agreement (MA) UAT Test Script [PDF]
      • Using the Allow Promotional Pricing Option [PDF]
      • Setting Up Thresholds, Discount Percentage, and Tolerance Info [PDF]
    • Purchase Order (PO) [PDF]
    • Receiver Document (RC) [PDF]
    • Request for Proposal (RFP) [PDF]
    • Request for Quotation (RFQ) [PDF]
    • Standard Requisition Document (RQS) [PDF]
    • RQS Copy Forward Tips [PDF]
  • Other References
    • Document Attachment Types on Requisition and Solictation Documents [PDF]
    • Email Notifications [PDF]
    • Inferring the Shipping and Billing Info from Header Section [PDF]
    • Locating a Vendor's Alias/DBA in IRIS [PDF]
    • Procedural Suggestions for Procurement Officer for Navigating the EV and EVT Documents and PEC Meeting When Soliciting with an RFP [PDF]
    • Pricing Attachment Instructions [PDF]
    • System Frequently Asked Questions (FAQs)
    • VSS Attachment Location and Amendment History [PDF]
    • Workload Manager Routing Process: Central vs. Decentral [PDF]
Inventory
  • IRIS Advanced Information Sheet - Overview of Inventory Updates [PDF]
  • Inventory Location Job-Aid [PDF]
  • Unit of Measure by Vendor and Item
Master Agreements
  • Quick Reference Guide [PDF]
  • Load Catalog to a Master Agreement (MA) [PDF]
  • Catalog Formatting and Other Instructions [XLSX]

Training Manuals

Chart of Accounts Overview
  • Training Manual [PDF 1.0 MB] Revised 04/15/2015
Procurement Overview
  • Training Manual [PDF 293 KB] Revised 04/15/2015
Management Overview
  • Training Manual [PDF 3.5 MB] Revised 05/01/2016
Requesting and Receiving Goods and Services
  • Training Manual [PDF 2.5 MB] Revised 05/01/2016
Clearing Cash Receipts
  • Training Manual [PDF 1.3 MB] Revised 05/01/2016
Billed Receivables
  • Training Manual [PDF 2.8 MB] Revised 05/01/2016
Accounts Payable
  • Training Manual [PDF 2.7 MB] Revised 05/01/2016
Departmental Chart of Accounts (COA) Management
  • Training Manual [PDF 1.8 MB] Revised 05/01/2016
Capital and Operating Budgets
  • Training Manual [PDF 4.2 MB] Revised 05/01/2016
Cost Accounting
  • Training Manual [PDF 2.3 MB] Revised 05/01/2016
Fixed Assets
  • Training Manual [PDF 2.0 MB] Revised 05/01/2016
Fixed Assets Construction in Progress
  • Training Manual [PDF 1.7 MB] Revised 05/01/2016
Solicitation and Awards
  • Training Manual [PDF 2.6 MB] Revised 05/01/2016
Warehouse Inventory
  • Training Manual [PDF 2.6 MB] Revised 05/01/2016
Contract Management
  • Training Manual [PDF 2.2 MB] Revised 05/01/2016

Video Tutorials

The IRIS Advanced Learning Series Video Tutorials are available online in the AspireAlaska Learning Management System. For questions about accessing AspireAlaska, please contact the AspireAlaska Help Desk at AspireAlaska@alaska.gov. Topics include:

  • General Navigation
  • Using Bookmarks
  • Customizing with Gears and Columns
  • Summary of Changes in FIN/PRO
  • FIN/PRO Navigation
  • FIN/PRO Creating a Transaction
  • Navigating PRCUU for PCard Charges
  • Lease Management
  • Procurement Management Navigation
IRIS FIN/PROC: Requesting and Receiving Goods and Services
  • How to Create a Delivery Order Runtime 06:27 [MP4 13.0 MB]
  • How to Create a Standard Requisition Runtime 05:32 [MP4 10.2 MB]
  • How to Create a Request for a Master Agreement (RQM) with a Single Source RAP Runtime 05:41 [MP4 10.2 MB]
  • How to Create a Commodity Comparison Sheet and Universal Requestor Document Runtime 08:06 [MP4 16.5 MB]
IRIS FIN/PROC: Clearing Cash Receipts
  • How to Process a Departmental Cash Receipt using a CR1 Document Runtime 05:16 [MP4 9.2 MB]
IRIS FIN/PROC: Billed Receivables
  • How to Create a Receiver Document (RC) Runtime 04:24 [MP4 8.2 MB]
  • How to Create a Receivable Document (RE) Runtime 05:20 [MP4 9.5 MB]
  • How to Modify a Receivable Document (RE) Runtime 03:43 [MP4 6.9 MB]
  • How to Establish a Payment Plan Runtime 04:37 [MP4 8.0 MB]
  • How to Process a Departmental Cash Receipt using a CR2 Document Runtime 05:59 [MP4 10.5 MB]
IRIS FIN/PROC: Accounts Payable
  • How to Process a Charge Transaction (CH8) Accounting Adjustment Runtime 05:32 [MP4 9.8 MB]
  • How to Set up Future Document Triggering to Establish Recurring Payments Runtime 03:52 [MP4 6.3 MB]
IRIS FIN/PROC: Travel
  • How to Create a Travel Authorization Purchase Order Runtime 07:02 [MP4 12.8 MB]
  • How to Create a Travel Authorization Payment Request Runtime 04:54 [MP4 9.49 MB]

Quick Links

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  • Hours of Availability
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  • IRIS Interfaces
  • Implementing Timekeeping in ESS
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  • Agency Support Contacts

Login

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References & Resources

  • AspireAlaska Learning Management System
  • General References and Resources
  • Employee Self Service (ESS) Users
  • Manager Self Service (MSS) Users
  • IRIS Financial (FIN) and Procurement (PRO) Users
  • IRIS Human Resource Management (HRM) Users
  • IRIS Security and Workflow

For Your Information

Many IRIS References and Resources are only available to State of Alaska (SOA) employees. The majority of the files linked from the page are only accessible from within the State of Alaska (SOA) network, these files are notated as "SOA Only".

When prompted, please use your Enterprise Directory User ID and SOA Password. Your user ID usually consists of your first and middle initials and your last name, you may verify your user ID using the State Employee Directory. Users in some agencies may need to enter an alternate user ID in the format of User ID+4soa@alaska.gov, for example: jdoe4soa@alaska.gov. If you are having issues with this process, please contact the DOF Webmaster for assistance.

Special Notice

These materials are provided by the Department of Administration, Division of Finance (DOF) office and is intended only for use with the State of Alaska implementation of CGI Advantage® Financial. No part of this material may be reproduced or transmitted in any form or by any means without the written permission of the DOF Division Director. CGI Advantage® Financial is proprietary software of CGI Technologies and Solutions Inc. (CGI) and is protected by US copyright laws. The use of such Proprietary materials within this document is in accordance with the software license contract in place with CGI.

Mission Statement

The mission of the Division of Finance is to provide accounting, payroll, and travel services for State government.

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Division of Finance

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Juneau, AK 99801
Mailing Address: PO Box 110204,
Juneau, AK 99811
Phone: (907) 465-2240
Fax: (907) 465-2169

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