Reassign Approval

In some cases, an approval may be reassigned to another individual that may be covering the approver's job duties during a leave of absence, illness, etc.

Step Action Illustration

1

Click the Journal Batch that requires approval.
 
The Approval window opens.
 

2

On the Approval window, click the Actions menu and select Reassign.
  
The Reassign Task pop-up window appears.

3

On the Reassign Task window:
  • Click the Reassign option at the top.
  • Select Users as the Assign type.  
  • Enter a user name into the field and click Search.
  • The user name appears in the results list.  
  • Click the check box to select the appropriate user.
 
Click OK.

4

The Reassign Task window closes and the system reassigns the task to the selected user.
 
The user receives notification of the task.

Updated 9/27/2018 JM