Expense Approval Delegation Reminder

Don't let your business processes stall out.

Contributed by Raegan Harouff Gaye

A common issue causing a snag in the expense approval process is when a delegate assigned to approve on a user's behalf has another separate approval role within the system.  Here are a few reminders about expense approval and role assignments that should make things work more smoothly.

1. Expense approval delegation should NOT be used long-term. When assigning a delegate, make sure that individual is not already listed in an approval role as this can cause Expense Reports to get stuck in the system. 

    Please ensure that the correct people are assigned to each role, so delegation is not required.

2. Role Assignment is important! Expense reports are still getting stuck in the system because the same people are assigned to multiple roles. 

    Please ensure that each Cost Center has unique approvers in the following roles:

• Expense Support Specialist (ESS)
• Detail Worktag Approvers which include:
• P2P Approver
• Grant Manager
• Gift Manager
• Project Budget Specialist
• Senior Department Finance Approver (SDFA)

Please email us at askfinance@virginia.edu with any questions.  You can also check out this resource from the UVAFinance website:  How do I know I have the right people in the right expense-related roles?