Create IRIS Financials Expenses Accounts
Admin User Configure settings Manage employee accounts
Accounts can only be created for people who have been added to the Users ledger in IRIS Financials, and have an IRIS Financials Expenses licence assigned.
An account must be created for any employees, approvers, finance managers, and administrators who are going to use IRIS Expenses.
- Go to Options, then select Settings.
- Select Users, then Add User.
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Select the required User ID, then select the required user types.
- Posting User — Post expenses documents from IRIS Financials Expenses to IRIS Financials
- Admin User — Manage accounts, claim types, and settings for IRIS Financials Expenses
- Access All Documents— Allow the user to view and edit all employees claims
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Select Add Location, complete the *Required details, then Save.
- Account Details — Choose a location, nominals, ledgers, and accounts that claims are posted to
- Company Card (Optional) — To allow claims for company card expenses to be submitted
- Analysis Fields (Optional) — Detail Analysis Fields (DAFs) that must be entered when submitting claims
- In Add User, select Save again.