Setting up IRIS Purchasing Document Approvers

If you use IRIS Purchasing for your procurement processes, you need to set up/check the approvers for each applicable account (e.g. 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 already exist in the system and must have a current email address to ensure that applicable authorisation emails are sent. For more information, please see 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

Assigning Approvers to Fixed Asset and Trip Accounts

Managing Approver Holidays or Absences

Managing Approvers who have Left (v2, v4, v6)

Producing a List of Approvers and their Authorisation Limits