Managing Approvers & Budget Holders

This section outlines various tasks for managing approvers and budget holders such as assigning and producing lists of approvers.

• Setting authorisation details and limits for an approver

• Assigning approvers to cost centres

• Changing approvers on IRIS Financials documents

• Setting up IRIS Purchasing document approvers

• Adding additional non-order invoice approvers

• How the purchasing authorisation process works

• Assigning Approvers to Fixed Asset and Trip Accounts

• Checking for unauthorised purchasing documents

• Dealing with documents rejected by an approver

• Managing approver holidays or absences

• Managing approvers who have left

• Producing a list of approvers and their authorisation limits

• Producing a list of cost centre approvers