Manage Financial Delegations
Screens and labels may vary slightly as LocoDELEGATIONS is updated.
Administrator tutorial 8
Set up financial delegations
Record approved limits, roles and supporting evidence consistently, then check visibility and reporting before the register is relied upon.
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A Financial Delegation is the authority to approve expenditures or enter into financial commitments on behalf of your Council.
Adding a Financial delegation (Administrators Only)
Click on the Financial Delegations section, then Add New Financial Delegation
Add the title, description, and sort order. Click Save
Click Add New Delegate
The position is a drop-down list from the roles database. It includes the financial limit in brackets. The Reporting to is a drop-down list from the roles database. The memo is a drop-down list from the Memos Section. The other fields (Limit, GL Numbers, Org. Unit) are free text. Each position is added individually.
Click Update
For each Financial Delegation, you can view the Financial Delegation, Export to Excel and print.
