Assign Substitute Approvers for Invoice Folders

This Scribe walks through how to assign a substitute approver for invoices and how to remove a substitute for invoice approval. This could occur if the person who is normally assigned to approve invoices needed to be out of the office for an extended period of time. Note: To assign someone as a substitute approver, they must have the "Invoice Approver" role assigned to them by a Role Security Administrator.

Sandra Featherson

**Note:** This Scribe shows the steps in the Gateway Test environment, so your Home Page may look slightly different.

On the Home Page, navigate to the left side menu to "Accounts Payable".

Select "Approvals"

Next, select "Assign Substitute Approvers-Invoices"

On this screen you will see the various folders for which you currently have access (highlighted below).

You have the option to assign a substitute to "All" folders by selecting the checkbox in the top right, or you can individually select a folder.

Here, we have selected one folder. Next slick on "Substitution Actions".

Select "Assign Substitute to Selected Folders".

There is an option to assign an individual for a specific date range, by selecting the box below.

When the "Date Range" option is selected, type in the name of the individual for whom you want to assign the approvals. Then select a start and end date.

Once those fields are completed, click "Assign".

In the image below, you can see the name of the substitute who has been assigned, along with their start and end date.

If you want to remove someone as the "substitute," select the checkbox for the appropriate folder, and select "Remove".

**Note:** You can also select the red button "End Substitute for All Invoice Folders" and that will remove all substitutes.

This concludes the process for assigning (and removing) substitute approvers for invoices.