Defining Budget Holders

If you use IRIS Financials Purchasing for your procurement processes, you need to set up/check the authorisers for each applicable account (cost centres, trips, fixed assets, etc.). In addition, approvers are required for authorising non-order invoices and sales credit notes in IRIS Financials.

The users who are to be approvers must have been added to the system via the Financials Administrator module. For more information, please see Adding and Maintaining Users.

Adding a user to the system automatically adds them to the Users ledger. Each approver must have an email address added to ensure that applicable authorisation emails are sent. For more information, please see Adding or Editing a User's Email Address.

Choose from the following options:

Setting Authorisation Details and Limits for an Approver

Assigning Approvers to Cost Centres

Assigning Approvers to Fixed Asset and Trip Accounts

How the Purchasing Authorisation Process Works

Managing Approver Holidays or Absences

Setting Up Purchasing Authorisation Emails

Adding Additional Non Order Invoice Approvers