Help Approving a Document

• If you need to approve an order or invoice, you will have received  an automated email from IRIS notifications@edufin.co.uk.

• You will need your log-in details for IRIS Financials Accounting. If you have forgotten these then you should contact the Finance Team.  

• Click the below IRIS Financials user guide and see the section entitled "How to approve or reject a PO or Invoice".

• If you are still having issues please  contact the Finance Team.  

Tip if you have lots of documents to approve at once:

• You may find it easier to log-into the purchasing portal and click "Document Authorisation" where you can view all documents awaiting your approval by clicking "Search" for Document Type "All Purchasing Document (All)" for all orders awaiting your approval and then the same for "All Registered Document (REG)" for all invoices awaiting your approval. See the below guide for more details including screen shots explaining this.