In Certify AP, if you have the Approve Requisition or Approve Invoice permission, you can approve Purchase Requisitions and Invoices. This permission also enables you to assign Delegate Approvers, or other approvers in your company who can approve transactions on your behalf.
Having Delegate Approvers enables you to leave the office for any time period without delaying time-sensitive transactions that need approval.
This article will show you, an Accounts Payable Employee, how to assign and manage Delegate Approvers.
Step 1: On your Certify homepage, click the Purchasing tab.
Step 2: Click Go to Purchasing.
Step 3: This is your Certify AP dashboard. Click your name in the upper right-hand corner.
Step 4: Under Approval Delegation, select Setup Delegates.
Step 5: Select delegates for each of your approval responsibilities: Invoicing, Purchasing, or both. The Invoicing section show your delegates for approving Invoices. The Purchasing section shows your delegates for approving Purchase Requisitions. Select a First Delegate and a Second Delegate.
- First Delegate: When you are out of office, your First Delegate approves transactions on your behalf.
- Second Delegate: If your First Delegate is out of office during the time you are out of office, then the Second Delegate will receive the transactions to approve.
Please Note: Depending on your approval permissions, you may only see Invoicing or Purchasing.
Step 6: Click Save to complete.
Step 7: You'll receive a confirmation page confirming that your approval delegates have been saved. To activate your delegates, enter a Delegation Date Range and click Activate.
Step 8: You'll receive confirmation that your approval delegates are activated.
Step 9: To edit your Delegate Approvers, click Setup Delegates.
Step 10: Edit your delegate choices as needed and when complete, click Save.
Step 11: You'll receive confirmation that your delegate approvers have been saved. To edit the delegation period, click Deactivate/Edit Dates.
Step 12: Your current delegation dates have been deactivated, and you'll see a message confirming this. Enter a new date range and click Activate.
Step 13: You'll see a confirmation message confirming your new dates have been activated.