Setting up IRIS Purchasing document approvers

This guidance is only for IRIS Financials Version 7.0.2103 or earlier. If using version 7.0.2223 or later, go to Set Up IRIS Financials 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 . 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