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Staff can access the Account Delegate and Account Delegate Global eDocs under the Chart of Accounts page in Kuali Financial Systems (KFS).  

account delegate options

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.  

Warning

Actions taken by delegates are the responsibility of the Fiscal Officer. 

Tip

Fiscal Officers may wish to set up a permanent secondary delegate for emergency situations. The Office of the Controller recommends delegating “up” to a supervisor. This secondary delegate can filter their action list to retrieve items that are waiting to be approved by the Fiscal Officer. 

Creating a New Single Delegate

  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

    Use KFS for all documents. For more information, see Short Names by eDoc Type.

    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.

    Be careful with the approval thresholds. If the document is one penny over, it will not delegate.  

Types of Delegation

Primary Delegation

The Primary Delegation eDoc appears on the primary delegate’s action list. The fiscal officer (FO) must filter the action list to see it.   

  • Click on the box for the Account Delegate Primary Route.   

Secondary Delegation 

The secondary delegation eDoc (recommended) appears on the fiscal officer’s action list. The secondary delegate must filter the action list to see it.  

  • See the filter information below.  

  • Leave the Account Delegate Primary Route box unchecked for Secondary Delegation

    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.

Filter by label

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