Assign Approvers to IRIS Financials Accounts

Admin User Configure settings Manage employee accounts

Approvers can only be assigned to IRIS Financials accounts if you have set the approver type as Primary or DAF.

There a two ways approvers can be assigned to accounts: 

• Single — Expenses are reviewed by one approver with applicable authorisation limits
• Tiered — Expenses are reviewed by each approver until it reaches the approver with the applicable authorisation limit

1. Go to Maintenance, then select Accounts.
2. Select the COSTCTR - Cost Center Accounts ledger for the required location.
3. Find and select the account you want to assign an approver to.
4. Select Analysis Fields, then EDIT.

5. In Expenses Approval Level 1, select the employee you want to assign to review claims submitted against the account.

   To use Tiered authorisation, in Expenses Approval Level 2, and Expenses Approval Level 3, select the employees with higher authorisation limits you want to assign to review claims submitted against the account.

6. SAVE the settings.
7. Assign the approver to the employee.