Field descriptions: Approval delegation information

The user who you select as the Default delegate serves two purposes:

• To populate the Delegate field for each Approver in the Manage delegates table.

  A best practice is to go through the table and ensure that an appropriate delegate is selected for each approver. For example, a peer in the approver's department or their manager might be the appropriate delegate. The delegate user must have the same entity and value permissions as the approver.

• To assign to any user who is added to the list of Approvers.

  When you first set up approval delegation, Sage Intacct automatically assigns the Default delegate to each Approver in the table.
  

  If an approver's delegate is the default and you later update the Default delegate, the approver's delegate automatically changes to match the new default setting.

The default delegate selection can be changed at any time.

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 journal entries 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.