Staff can access the Account Delegate and Account Delegate Global eDocs under the Chart of Accounts page in Kuali Financial Systems (KFS).
The Account Delegate and Account Delegate Global eDocs are used to establish new or copy/edit existing Account Delegates. Delegate users are authorized to take workflow actions on documents; delegates can also be established for Fiscal Officers.
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- Click on the Account Delegate link to search for an existing delegation by account number, Document Type, and/or by the delegate’s NetID.
- Enter the Chart Code (UC).
- Enter the Delegate Account Number.
Enter the Document Type.
Info title Info Use KFS for all documents. For more information, see Document Types (eDoc) Chart of Account eDocs and Short Names by eDoc Type.
Note title When you create new accounts, delegations will not automatically copy over from other accounts; you must create delegations for the new accounts.
- Enter the new delegation's NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
If you wish, select an Approval From/To Amount; this is optional.
Warning Be careful with the approval thresholds. If the document is one penny over, it will not delegate.
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- See the filter information below.
Leave the Account Delegate Primary Route box unchecked for Secondary Delegation.
Info The action list filter shown above is located at the top right of your action list. It will only appear if there is something that you can approve on behalf of the delegator.
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