Are you a Fiscal Officer who is planning a 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

            Organization

            Account

            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.

 

As a reminder: The Account Delegate Global eDoc will override any existing delegations; the Account Delegate eDoc will not override any existing delegations.

 

For answers to your questions about delegations, please see the Delegations topic here: , https://kb.uconn.edu/space/FPB/10946281788/KFS+Fiscal+Officer+Delegationsor you may contact me directly.

 

Thank you, and enjoy your time off!

 

Annette

 

 

 

Annette Pavone, CPA

Lead Accountant, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934