About this webinar:
Managing purchasing approvals across a school or trust can be unclear and time-consuming. Requests get delayed, documents go to the wrong people and finance teams must chase responses all while maintaining control and audit compliance.
This customer-focused webinar will help you understand how authorisation works in IRIS Financials, so you can streamline workflows, reduce frustration and maintain a seamless purchasing process.
In this session you will learn how to:
- Set up and review approval workflows to reduce delays and avoid bottlenecks
- Ensure the right approvers are selected based on cost centers and approval limits
- Strengthen financial control while keeping processes efficient and practical
- Troubleshoot common issues when requisitions or orders get stuck
- Support continuity with clear approval structures, even during staff absence
You will leave with practical steps and a clearer understanding of how to optimise your approval processes, so you can reduce delays, improve control and keep purchasing moving with confidence.
Speakers
Hayley Taylor
IRIS Education
Chloe Shepherd
Senior Training Consultant, IRIS Education
Samantha Tennakoon
External Stakeholder Engagement, HMRC Making Tax Digital Programme
Gillian O'Dea CA
Director, J H Greenwood and Company
Eva Mrazikova (Moderator)
Accountancy Market Specialist, IRIS Software Group
