Set Up IRIS Financials Purchasing Document Approvers
This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Setting up IRIS Purchasing document approvers.
If using IRIS Financials Purchasing, and documents require approval, then the users responsible for approving documents must be set up. Approvers are needed for each required account . In addition, approvers are required for authorising non-order invoices and sales credit notes in IRIS Financials.
Users being assigned approver permissions must have an account for IRIS Financials, and an email address to make sure they can receive the authorisation emails. For more information, go to Add Users to User Groups or User Email Addresses.
To set up approvers:
- Set the Authorisation Details and Limits.
- Assign cost centres, fixed asset, and trip accounts.
When approvers are absent, on holiday, or leave your organisation, their record must be managed accordingly.
If required, a list of approvers and their authorisation limits is also available.