Reminder: Review Your Fiscal Officer Account Delegates

[Accounting and Fiscal Services]

UCIBuy+ and Fiscal Year-End Close Reminder: Review Your Fiscal Officer Account Delegates All campus fiscal officers are encouraged to review and update their account delegates before the launch of UCIBuy+ on April 13 and in advance of fiscal year-end close which kicks off in May. Account delegates serve as backups for fiscal officers in KFS. They are authorized under certain circumstances to take workflow actions on a document in the place of an account's fiscal officer. All accounts in KFS should have at least one account delegate. Why Update Account Delegates Now? UCIBuy+ is Coming April 13 Account delegates aren’t just used in KFS – the new UCIBuy+ procurement system also uses them in its workflow routing. All Account Delegates will appear in UCIBuy+, regardless of Doc Type or Amount qualifiers. There is no special doc type or amount related routing that needs to be specified if the person should be an account delegate. If you haven’t reviewed your account delegates recently, we recommend you do so prior to the launch of UCIBuy+ on April 13. Fiscal Close is Right Around the Corner Fiscal year-end close can be a busy time for campus business offices, and unexpected absences can make meeting deadlines challenging. Departments should set up delegates as backups for all accounts to avoid delays in the approval of documents when the fiscal officer is unable to take action. More Information and Instructions The Accounting Office website includes instructions for making changes to account delegates. The Account Delegate Global eDoc guide in particular will be useful. The Division of Finance & Administration website includes details about the upcoming transition to UCIBuy+. If you have further questions about account delegates in KFS, please contact the KFS Help Desk at k...@uci.edu.

UC Irvine Accounting & Fiscal Services 228 Aldrich Hall | Irvine, CA 92697-1050 | accounting.uci.edu

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