Delegate purchasing transaction approvals

If you are going to be unavailable to approve purchasing transactions, you can delegate your approval responsibilities to prevent delays. When you set an out-of-office period for approval delegation in your personal preferences, new approval requests are sent to your delegate approver, which keeps the transactions moving through the approval process.

When delegation is on, approval request notifications are sent to both the original approver as well as the delegated user regardless of user preference settings to receive email notifications.

To delegate approvals, Purchasing needs to be enabled for approval delegation and you need to have purchasing approval permission.
Subscription

Company

Purchasing

Regional availability

All regions

User typeBusiness, admin
PermissionsApprove purchase transctions: List
Prerequisites
  • Approvals must be enabled in Purchasing
  • Delegation must be enabled and set up in Purchasing
  • User must have the correct permission level to Approve purchase transactions to appear in the selection list
  • Be listed as an approver

Set up out-of-office approval delegation

When you set up an out-of-office period for approval delegation, Sage Intacct sends any new approval requests to your assigned delegate. You will not see the purchasing transactions that were sent to your delegate in the Approve Transactions page.

Any approvals that have been delegated while you are out-of-office remain with your delegate, even if your out-of-office approval delegation period ends before the delegate has approved or declined the transaction.

  1. Select your user name at the top of any page, and then select My preferences.

  2. In the Email notifications section under Approval delegation, select the checkbox for each application for which you need to delegate approvals.

  3. 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.
  4. Select Save.

New approval requests sent during this period are routed to your assigned delegate until the specified end date.