Page Comparison

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1. Click on the Account Delegate link to search for an existing delegation by account number, Document Type, and/or by the delegate’s NetID.
   
2. Enter the Chart Code (UC).  
3. Enter the Delegate Account Number.  

4. Enter the Document Type. 

   Info
   title Info
   Use KFS for all documents. For more information, see 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.

   
   

5. Enter the new delegation's NetID.  
   1. Alternatively, you can click on the magnifying glass icon to search for the person’s NetID. 
      

6. 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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