4/27/2018 – Fiscal Officer Account Delegations

Are you a Fiscal Officer who is planning a Spring or Summer vacation? Please be sure that your accounts have a delegate who can approve eDocs on your behalf so that eDocs do not get stuck in Workflow. The Accounting Office recommends having a permanent secondary delegation on your accounts, and also recommends delegating “UP” to a supervisor when possible. Keep in mind that the Fiscal Officer is responsible for actions taken on their behalf.

There are 2 reports in KFDM to help you with your delegations (Standard Reports ~ KIM folder):

Missing Account Delegations: This report will show all of your accounts where no delegation is set up

Account Delegations Summary: This report will show current active delegations. You can run it by:

Fiscal Officer NetID

Parent Organization



Delegate NetID

To set up delegations for multiple accounts, use the Account Delegate Global eDoc. To set up a delegation on only one account, use the Account Delegate eDoc.

For answers to your questions about delegations, please see the Delegations topic here:  https://financialapps.its.uconn.edu/request-forms/faqs/, or you may contact me directly.

Thank you, and enjoy those vacations!



Annette Pavone, CPA
Accounting Manager, Inventory Control & Capitalization
Accounting Office
University of Connecticut
343 Mansfield Road
Storrs, CT 06269-1074
Phone (860) 486-2934