Financial Delegation & Approvals
A financial (expenditure) delegation is the authority to approve expenditure or enter into financial commitments on behalf of The University of Adelaide. All delegations apply to positions and not to individuals in accordance to the Principles - Delegations of Authority.
Applications for approval or amendment of a financial delegation needs to be made on the Request for Authority Approval (click on Apply Now).
How to guides - approvers
The following how to guides will step you through the process of approving in the Finance System and Kofax.
- How to approve via the worklist - Finance System
- How to approve via the approvals tile - Finance System
- How to approve a supplier invoice with no Purchase Order - Kofax
- How to approve a reimbursement claim - Kofax
- How to approve an other payment request - Kofax
Business Reviewers and Financial Approvers
If you are in a position holding a financial delegation, or are a Business Reviewer in Kofax, you must make arrangements for another staff member to act on your behalf. The following options are available:
|Temporarily transfer financial delegation to another staff member||
Temporarily transfer both finance & HR delegations to another staff member. It can also be raised on behalf of another employee within the same area - more information. This will update in the Finance System and Kofax.
|Temporary Delegation Transfer eForm|
|Reassign financial approvals to another financial delegate||
Reassign your financial approvals to another financial delegate directly in the Finance System by setting up an Alternate User, noting that they must have an equal or higher level of financial delegation. This will also update in Kofax.
|Reassign Worklist items to another user|
Business Reviewer - reassign Work Queue items to another staff member
Reassign your Work Queue items to another user by setting up an Alternate User. This will update in the Finance System and Kofax.
Travel & Acquittal Approvals in the Expense Management System
To initiate a temporary transfer of approvals for acquittals or travel, please send an email to the Expense Management Team specifying your requirements.
Advice and Assistance
Any queries including assistance with covering leave, contact Finance & Procurement Services on 8313 3414 or via email