Purpose of this Article: This document explains the procedure for reassigning approval of expense report receipts/accounting lines.

Audience: City & County of San Francisco Employees

Author: Alexis Cruz Eusebio

Version: 1.0

Last Update: Leilani Carandang 8/4/2025

 

Description 

Each department designates one individual to serve as the Expense Reassignment contact. Only this person can complete the steps outlined in this guide. If you need to reassign an expense reimbursement or authorization for approval, reach out to your department’s designated reassignment contact, listed in the attachment at the bottom of this article.

The SF Financials Expenses module efficiently routes transactions through the approval workflow. Although managers can delegate approvals using standard workflow tools, only the designated reassignment contact has the authority to manually reassign transactions to a different approver when necessary.

Download the attachment below for step-by-step instructions and to find your department’s reassignment contact.

  • How to Reassign Approval Workflow (Job Aid)

  • Expense Report Approval Reassignment List