IRIS Expenses Account Types

There are two types of user account for IRIS Expenses Admin and Posting Users. This topic provides an overview and what you can do with each account type.

If you are setting up a user who only needs to submit expense claims or approve expense claims, you do not need to select an account type. For more information, please see Creating a User Account and Setting Up IRIS Expenses Claim Approvers.

Admin Users

Admin users have full access to the application, can amend settings, and manage user accounts. We recommend setting up at least two admin users to ensure you have sufficient cover in the event of absence.

Admin users typically use IRIS Expenses for:

• Adding, removing, and managing user accounts.
• Determining default settings for the application to work with
• Manage the types of claims and company vehicle details available for selection when users are entering claim details.
• Assign and manage licences for the application.

Posting Users

Posting users have access to the application to review and post approved expense claims.

If a Posting user has also been set up as an Approver in PS Accounting/IRIS Financials, they can manage (accept, query, or reject) the expense claims posted by employees for which they are set as an approver, and post approved expense claims to PS Accounting. For more information, please see Setting Up IRIS Expenses Claim Approvers.