Assigning System Approvers

Summary

Assigning System Approvers

Body

   Overview   

 

If you are a CFO, you will have the responsibility to set up the approvers for your unit. This section provides the instructions to set up the three types of approvers in the UGA Financial Management System.

  • Journal Approvers have the responsibility to approve general ledger journals including intra-university charges and correction transactions. They are also responsible for approving budget journals and transfers.
  • Spend Approvers who approve payment requests and vouchers.
  • Expense Approvers who approve travel authorizations and travel expenses.

You will also find information on how to request a temporary approver to handle your approval responsibilities if you need to be out of the office.

 

Section Resources

Security Roles Spreadsheet

Quick Start to Financials Approval Pools

 

 

  1. Adding or Editing Routings by Department(s) for Spend/Journal Approvers
  2. Adding or Deleting Routings by Range for Spend or Journal Approvers
  3. Adding or Deleting Routings by Range for Expense Managers
  4. Cloning Routings for Spend or Journal Approvers
  5. Requesting Removal of a Temporary Alternate Approver on Behalf of Another

Details

Details

Article ID: 148575
Created
Sat 9/24/22 10:47 PM
Modified
Fri 1/5/24 5:03 PM