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 General Ledger
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Company Applications: Configure
Prerequisites	Approvals are enabled

If your company has multiple entities, do this at the top level.

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.

Go to General Ledger > Setup > Journal entry approvals.
Select Edit.
In the Approvers section, select the Enable delegation checkbox.
Select Manage delegates.
Select a Default delegate.

This selection is used to prefill the Manage delegates table.

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.
Make sure that an appropriate delegate is selected for each approver in the table.

You'll need to select a different delegate for the default delegate.
Select Save and then select Save again.

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.