The Gift account certifications are always routed to the Cost Center Fiscal Specialist to be prepared. However, they are routed to an approver depending on whether they are in the Allocated Gifts hierarchy or not. Those in the Allocated Gifts hierarchy will route to the Cost Center Manager for approval. Those that are NOT in the Allocated Gifts hierarchy will route to the Unit Gift manager for approval. [See – How can I tell who is the approver for a transaction with a Gift worktag? FAQ]
According to the reconciliation policy, FIN-23: Reconciling Unit Accounting Records, you cannot be both the preparer and approver. For Non-Allocated Gifts, if you are the only person listed as the Unit Gift Manager and you prepare the Account Certification, it will route as Unassigned meaning that the Account Certification will not be in anyone’s Awaiting me table.
If the same person is the Cost Center Fiscal Specialist (Preparer) and the Unit Gift Manager (Approver for non-allocated gifts), there are a few ways to fix the issue.
- Add the Gift to the GFH061 Allocated Gifts – Alternate Hierarchy. This would route ALL transactions for approval (including Account Certifications) charged to the Gift to the Cost Center Manager. [See How to Request and Change a Worktag for instructions]
- Add another employee as the Unit Gift Manager (in addition to yourself) to the Gifts; you would both receive transactions charged to the Gift for approval at the same time, but only one of you would need to approve. The newly added employee would receive the Account Certifications for approval that you prepared without them routing unassigned.