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Proxy approvers

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Brittney Goad
(@bmgoad)
Posts: 5
Active Member
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We currently have our expense reports going to a supervisor and then a financial manager. We have been receiving requests for approvers to delegate this task to someone else in their office. Do you allow this at your institution? any limitations? we currently utilize Concur so this will affect travel expense reports and P-Card expense reports. I have been thinking about only extending this to our VP's and other executives. Thank you in advance for any input!

 
Posted : 17/03/2023 11:12 am
Susan McKechnie
(@smckechnie)
Posts: 7
Active Member
 

Hi Brittney- At Univ of Maryland Baltimore we have 3 levels of department approval- a Travel Administrator, a Supervisor and a Cost Center approver. We allow these approvers to create "delegates" in Concur so that someone else can do the approval for any of the levels. We suggest that approvers "delegate up" meaning that if I am not available to approve then my supervisor should approve. But as you know higher ed is not known for its hierarchies so that is not a firm requirement. We also tell depts that approvers should not be subordinate to the traveler. Since Concur keeps a detailed audit trail we feel like we can keep a close watch on who is doing the approving. We are still in our pilot phase with a full university-wide go-live date of 4/10/2023. We may change our mind after we get some experience. The Concur roles and security structure are very different than what we are used to with our financial and payroll systems so using delegates appeared the best way for us to achieve a system of approvers with backups.

 
Posted : 21/03/2023 10:48 am
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