Account Level Routing (Fiscal Officer)

Overview > Workflow: Overview and Key Concepts > Route Levels and Workflow Routing > Typical Route Levels

Account Level Routing (Fiscal Officer)

Each account in Kuali Financials is assigned a designated approver called a fiscal officer. This individual is responsible for maintaining the fiscal integrity of an account and is often one of the first approvers to review a document that impacts the account. Most financial processing documents are routed to the fiscal officer for each of the accounts identified in the document. For example, Sue is the fiscal officer for account 1012300. All financial transactions involving this account are routed to Sue for approval.