Has anyone ran into the issue where a delegate has to wait 24 hours before they can approve an expense claim?
I ran into this issue with a customer on 23R2. Haven’t heard of this with any other clients on same or different builds.
Solved
Expense approver delegate delay
Best answer by meganfriesen37
Look into setting up an automation schedule on that screen. This way any documents that are “pending approval” when the delegation begins automatically get reassigned and then any documents that are “pending approval” at the end of the delegation get assigned back to the original approver.
I haven’t seen any other delays before. Maybe submit a case to Acumatica?
+12Is this an item that a user has specifically delegated? Or is this a delegation that came into effect (i.e. someone set up a delegation to cover an out of office period)?
If the user set up a delegation to cover an out of office period, do you have an automation schedule to process the delegations on the Reassign Delegated Activities? Is it possible that this is only running at the end of the day so it’s not picking it up right away?
This is a delegate for someone out of the office. We don’t have any automation schedules set up. Even if there was an automation schedule, that is just the notice to go approve something. If we go in and see something needs approved, we should be able to approve it then.
+12Look into setting up an automation schedule on that screen. This way any documents that are “pending approval” when the delegation begins automatically get reassigned and then any documents that are “pending approval” at the end of the delegation get assigned back to the original approver.
I haven’t seen any other delays before. Maybe submit a case to Acumatica?
Megan Friesen, Contego Software Solutions, Canada
Thank you for your time. I was hoping someone else noticed this anomaly before opening a ticket with Acumatica. We went ahead and changed the approval map to this person and once the other person returns, we will change it back.
Reply
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.