Accounts Payable
Delegate AP supplier invoice approvals when an approver is out of office
This idea came from you
You can now maintain uninterrupted AP supplier invoice approvals when an approver is unavailable with approval delegation. Whether due to vacation, leave, or other absences, AP supplier invoice approval delegation ensures that AP supplier invoices continue to move through the approval workflow without delay.
Key benefits
- Maintains seamless AP supplier invoice approval workflows during the planned or unplanned absence of an approver.
- Eliminates delays and the need for manual intervention in the approval process.
- Allows delegation to both individuals and user groups, for flexible coverage.
- Supports compliance and accountability with audit trails and delegation logs.
- Provides visibility into delegation activity through custom reporting tools.
- Allows configuration through both the user interface and the API.
How it works
An administrator enables delegation and selects delegates in the AP supplier invoice approval settings section of Configure Accounts Payable.
When an individual approver is going to be out of office, the approver turns on delegation in their preferences and specifies the time period when they’ll be away.
During the out-of-office time period, new AP supplier invoice submissions are routed to the delegate for review. The delegation ends automatically when the out-of-office period expires. After that point, newly submitted AP supplier invoices are routed to the original approver.
Good to know
- To act as a delegate, a user or all members of a user group must have the Approve AP supplier invoices: List permission.
- Delegation settings and changes are tracked in the audit log for transparency.
- Delegation is not currently supported for value-based approvers.
- A supplier-based approval that's assigned to a user group cannot be delegated.
- If a delegate is also out of office, Intacct attempts rerouting up to three times before returning the request to the original approver.
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Permissions and other requirements
| Subscription | Accounts Payable |
|---|---|
| Regional availability |
All regions |
| User type |
Setup:
Activate delegation for an out of office time period:
|
| Permissions |
Accounts Payable
|
