Frequency:
Review annually and update the approver table as part of employee onboarding/offboarding
Audience:
Dean, Executive Officer, Department Manager, Department Group Administrator, Project Director
Description:
This report shows Journal Entry (JE) and Voucher (over $10k) approvers for active departments, and which type of transactions they are authorized to approve.
Instructions:
Review this report to identify if the approver table requires set up or updating so that appropriate employees are approving transactions. Journal Entries and Vouchers will default to route to the Department Manager listed in M-Pathways if the approver table has not been set up.
An orange box on the right indicates that 1) the approver table has not been set up, or 2) the approver’s primary appointing department (PAD) does not fall within the same department group as the department listed in that row. This can occur when someone transfers to another position and the approver table is not updated. The orange flags are meant to draw your attention to mismatches for review, but does not necessarily mean that action is required.
If an individual is leaving your department, this report can be used to generate a list of all departments for which they are authorized to approve. This list can be submitted with a request to update the approver table. To search for a specific Approver name, select 'All' in Dept/Dept Group filter, then search for the name using the Approver filter.
Next Steps:
The blue 'Click here to Update Approver Table' button within the report will link to the Shared Services Center (SSC) Approver Table Maintenance page, where you can submit a request to create or modify the approver table. Department Manager approval is required.
Contact SSC Accounting Customer Service at accountingcustomerservice@umich.edu or call 734-615-2000 (press 3, press 4) for questions.
Approver Table Roles.mp4
Additional Information: