Set Approver Types

Admin User Configure settings Manage employee accounts

Before Approvers can be assigned to employees or accounts, the approver type must be set up in IRIS Financials.

1. Go to the Maintenance, then select Accounts.
2. Select the PARAMETERS - Parameters Ledger.
3. Find and select EXPAPPRLEVEL - Exps Appr Type - Manager, Primary or DAF.
4. Select Analysis Fields, then EDIT.

5. To set the type of Approver you want, in Element Text, enter either:

   • Manager — An Approver to review claims for all employees on the Users ledger
   • Primary or DAF— An Approver to review all claims made against specific accounts or to set more than one Approver
6. SAVE the settings.
7. Approvers must then be assigned to employees and accounts.