About timesheet approval delegation—Sage Intelligent Time

You can enable timesheet approval delegation and select delegates in Time configuration.

After you enable delegation, approvers can delegate approval tasks when they’re out of office. Intacct automatically routes approval requests to the delegate that you assigned in the configuration.

How delegation works

When an approver enables delegation in their user preferences, Intacct routes new approval requests to their assigned delegate. New requests that are submitted after the delegation period ends are routed to the original approver. Requests submitted during the delegation period remain the responsibility of the delegate.

The Default delegate that you select is automatically assigned to all approvers. You can choose to override the default assignment for specific approvers, as needed.

When selecting a delegate, consider the following:

• Permissions: A delegate must have Approve timesheets: List permission.

• Restrictions: A delegate should not be more restricted than the original approver.

  For example, if a delegate is restricted to entity E100 and they’re assigned to an approver who is restricted to E100 and E200, the delegate cannot review incoming approval requests for E200. Either you need to expand the delegate's restrictions or select a different delegate.

If you assign a delegate with permissions or restrictions that conflict with the original approver, the approver receives a warning message when they save their preferences after enabling delegation. As the admin, you must correct the conflicts before the delegation period begins, to keep the workflow intact.

Email notification for delegates

When delegation is turned on, Intacct sends the following notifications for each new timesheet approval request to the delegate:

• Delegate notification: This notifies the delegate that they have been assigned as an approver on behalf of the original approver.

• Approval request notification: This notifies the delegate that a timesheet is awaiting their approval.

To receive email notifications, the following must be configured:

• Email notifications is enabled in the Timesheets approval settings section of Configure Time.

  For more information, go to Configure Time.

• In the delegate's user preferences, under Email notifications and Requests for approval, the user has selected Time.

  For more information, go to Email notifications and approvals.