Approvers and budget holders

Set up approvers and budget holders, assign them to cost centres, and manage their authorisation limits.

• Set authorisation details and limits for an approver

• Assign approvers to cost centres

• Change approvers on IRIS Financials documents

• Set up IRIS Financials Purchasing document approvers

• Add additional non order invoice approvers

• How the purchasing authorisation process works

• Assign approvers to fixed asset and trip accounts

• Check for unauthorised purchasing documents

• Resolve documents rejected by an approver

• Manage approver holidays or absences

• Manage approvers who have left

• Produce a list of approvers and their authorisation limits

• Produce a list of cost centre approvers

• Set a fallback user for authorising IRIS Financials Purchasing documents

• Security for viewing and authorising documents

• Change a cost centre approver