How To Authorise an IRIS document

Please follow these instructions when you need to authorise a document in IRIS.

You will be automatically emailed when a document requires your authorisation.

Please ensure that the email doesn’t go to your junk folder, you can always allow sender by right clicking on the email, selecting Junk and Never Block Sender.

You will be prompted to log into IRIS Financials Purchasing (PSF Online):
https://wey01.psfcloud.com/PSOnline

Use your unique Username & password

Database: PSFLIVE (no spaces)
Company: Main

If you do not have login details, please email Finance@WMAT.org.uk

Please do not google IRIS or PSF login as this will not take you to our site

If you clicked via the from the email you will go straight to the Document View - see below, otherwise you will see the IRIS Purchasing Home page

From the IRIS Financials Purchasing Home page, click the Document Authorisation icon.

You will then be presented with the Search Critera (Authorisation) screen

Click Search to view any documents awaiting your approval

You should now see a list of Documents awaiting your approval, click on the maginfying glass to view each document

From the Document View, you can see all lines of the document.

To check the available budget, click on the Check Budget icon, you will then be presented with the following screen, the 'Left to Spend' amount should display your remaining balance for the rest of the year.

If the requisition falls within budget, then the information is highlighted in green. If the requisition goes over budget, then the information is highlighted in red. Click the Back button to return to the requisition.

You can either accept or reject the whole document or each individual line.

To approve the whole document Click on Accept then Yes to continue.

To approve by line, click the Tick Icon to approve or the Cross Icon to reject.

Once each line has been approved or rejected click Yes to continue.

Once approved, the lines display *AUTHORSIED*.

If a document or line is being rejected, the reasons for the rejection must be provided together with applicable comments.
The document is marked as rejected and is considered closed, i.e. it can be viewed but no longer edited or progressed in the purchasing process.

TIP: If there is a number displayed next to the paperclip, supporting documentation such as a quote has been attached. To open, hover over the paperclip and click on the name of the attachment.

TIP: When authorising documents, a carousel is available enabling you to click through to the next or previous document requiring authorisation without having to return to the document search screen each time.

If you are going to be absence from the office for a long period, we can set you as being on holiday which will push the approval up to the next approval level, please email Finance@wmat.org.uk to arrange for this.

If you have any problems authorising documents, please email Finance@wmat.org.uk

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