Manage Approvers Who Leave

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Managing approvers who have left.

When an approver leaves your organisation, any documents posted they were responsible for authorising must be assigned to someone else. This process can also be used for employees who are absent for a long period.

To replace an approver: 

1. Go to Maintenance, then select Users.
2. If the LINKS section is not displayed on the right, select LINKS.
3. Select Replace Approver.
4. Search for and select the approver who has left or absent.
5. Select their Replace with user.
6. Select OK.

The approver details are automatically updated for all the accounts the replaced user was responsible for.

Any documents already waiting for authorisation are automatically sent to the new approver after 72 hours. If the documents need to be sent sooner, repoll them