Enhanced interface

Set up delegation for journal entry approvals

When your organization uses approval delegation, approvers can delegate their approval responsibilities to other approvers. When approvers set themselves to out-of-office for purchasing approvals, Sage Intacct automatically reroutes their new approval requests to their assigned delegates.

Subscription	Company
Regional availability	All regions
User type	Business user with admin privileges
Permissions	View, Add, Edit, Delete
Prerequisites	Approvals enabled

Enable delegation

Enable delegation on the Configure General Ledger page and, in a company with multiple entities, at the top level.

Go to General Ledger > Setup > Configuration.
In the Approval options section, select the Enable delegation checkbox.

Assign delegates

Assign a delegate to every approver. For example, a peer in the approver's department or their manager can be the delegate.

After you enable delegation, select Manage.
Select a Default delegate. The value is used to prefill the Manage delegates table.
Ensure that an appropriate delegate is selected for each approver in the table.

You'll need to select a different delegate for the person selected as the default delegate.
Select Save.
Select Save on the configuration page.

If a user is given approval permission after you've assigned delegates, the new approver's delegate is the default delegate until you change it.

Field descriptions

The following table describes each field on the Approval delegate information page.

Users who are restricted to 1 or more entities, departments, or territories cannot be named approvers. They do not appear in the dropdown list of default delegates, in the table showing the approvers, or in the dropdown list of delegates on this page.

Approval delegate information page field descriptions
Field	Description
Default delegate	Only users with approval permissions for General Ledger journal entries appear in the list. The default delegate who you select serves 2 purposes: To populate the delegates for each approver in the table. When you initially set up delegation, the delegate for each approver in the table is prefilled with the default delegate. If you do not change the approver's delegate from the prefilled default and then change the default delegate, that approver's delegate changes to the new default delegate. To serve as the delegate for any new approver—a user who is later given approval permissions—until you select a different approver.
Approver	Every user with the permission to approve General Ledger journal entries appears in the table. This column is view-only.
Delegate	A user who can approve on behalf of the approver. Only users with permission to approve General Ledger journal entries appear in the dropdown list. When the approver turns on out-of-office approval delegation, Intacct reroutes any new approval requests to the delegate. The delegate remains the approver of the transaction even after the approver turns off out-of-office approval delegation.

Delegate approval (out-of-office)

If your company is configured to include delegated approvers, you can start the delegation whenever you need the delegated approver to take over for you.

Select your user name at the top of any page, and then select My preferences.
In the Email notifications section under Approval delegation, select the checkbox for each application for which you need to delegate approvals.
Set your out-of-office start and end dates.
New approval requests sent during this period are routed to your assigned delegate until the specified end date.
Select Save.