Setting up IRIS Purchasing document approvers

If you use IRIS Financials Purchasing for your procurement processes, you need to set up/check the approvers for each applicable account (e.g. cost centres, trips, fixed assets, and so on). 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 already exist in the system and must have a current email address to ensure that applicable authorisation emails are sent. For more information, refer to Adding Users to a User Group or Adding or Editing a User's Email Address.

Next steps:

Setting Authorisation Details and Limits for an Approver

Assigning Approvers to Cost Centres

Managing Approver Holidays or Absences

Managing Approvers who have Left

Produce a List of Approvers and Their Authorisation Limits