Forward Approvals in Munis

Hi everyone,

A friendly reminder: If you are an invoice or PCard approver in Munis and plan to be out of the office for a few days, please be sure to forward your approvals ahead of time.

You can assign them to your supervisor or another appropriate authorized approver. Taking a

moment to set this up helps keep invoices moving and ensures they are reviewed and paid on

time while you’re away.

We appreciate your help in keeping things running smoothly, thank you!

Hub - Pitkin County Munis Home

  1. 1. Click on Approvals

    Click on Approvals

  2. 2. Click on Settings

    Click on Settings

  3. 3. Select who to forward to, and for what workflows.

    You can either:

    A) Forward all workflows to one user

    OR

    B) Forward specific a workflow to a specific user (selective forwarding)

    Select who to forward to, and for what workflows.

  4. 4. Set your date timeframe and click Save

    Remember: Scheduled Forwarding can only be set in the future.

    Set your date timeframe and click Save