Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step guide of Expense Module Setup Including Manage Delegates in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the process of Expense Module Setup Including Delegates in NCFS. This will enable users to edit Expense Report templates to accommodate modifications in Expense Policies.
Expense Module Setup – Manage Delegates
To perform Expense Module Setup – Manage Delegates in NCFS, please follow the steps below. There are 8 steps to complete this process.
Step 1. Follow steps 1-3 above to navigate to the Setup: Financials page.
Step 2. On the Setup: Financials page, in the Search Tasks section, enter Manage Delegations and click the Search icon and from the Task section, select Manage Delegations. The Manage Delegations page opens.
Step 3. On the Manage Delegations page, select the Delegate from the list displayed.
In this example, we choose DAQUILLA LADA.
Step 4. On the Delegation: DAQUILLA LADA for Individual CLYDE MARTINEZ-RAMIREZ pop-up, select the End Date by clicking on the Calendar icon.
Step 5. Click the Save and Close button. You are redirected to the Manage Delegations page.
Step 6. On the Manage Delegations page, the Delegate End Date column is updated. Click the Add icon to add a new delegation relationship.
Step 7. A Create Delegation pop-up appears. Enter the required details in the fields displayed.
In this example, we choose ERICH ANDERSON for *Delegate, ERICH BITTLE for *Assignment, and 6/16/23 for *Start Date. Select the Accounting access checkbox and click the Save and Close button.
Step 8. On the Manage Delegations page, a Confirmation pop-up appears. Click the Done button. You are redirected to the Setup: Financials page.
Wrap-Up
Setup an Expense Module, including Manage Delegates, in NCFS using the steps above.
Additional Resources
- Virtual Instructor Led Training (vILT)