Agency IU Receiving Approver

Role Description and Responsibilities

The Agency IU Receiving Approver is the agency role responsible for reviewing the IU transaction and approving the receiving side of the IU transactions. Role responsibilities include:

• Reviews, approves or denies the receiving side of the following Inter/IntraUnit transactions:
  • Expenditure/Revenue
  • Payable/Receivable
  • Due To/Due From
  • Accrual Balance Adjustment
  • Advance Issuance
  • Advance Repayment
  • Trust Fund Loan Issuance
  • Transfers
  • Federal Funds Transfer
  • General Revenue Transfer
  • Residual Equity Transfer
  • Revenue to Revenue
  • Reverse IU Transaction
  • IU Reclassifications with revenue account values
• Accesses IU WorkCenter.
• Generates IU reports.
• Accesses online IU search page.

Role Functions

The following table describes what the Agency IU Receiving Approver does in each related Business Process and related workflows. The table also describes the related Topic and Activity found on the Florida PALM Topics and Activities list.

Conflicts with Other Roles

The table below includes the roles that conflict with the Agency IU Receiving Approver, including separation of duty (SOD) conflicts and system enforced restrictions. If an agency identifies a SOD conflict that cannot be resolved, the agency must submit justification and compensating controls to Division of Accounting and Auditing (A&A) to request an exception. A&A will review the agency’s submitted request to determine if an exception will be granted.

Learning Path

This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.

Other Information

This section includes additional information about this role’s relationships to other roles.

• The IU Reporter role is automatically assigned to the Agency IU Receiving Approver and does not require separate assignment.
• Scenarios requiring Agency IU Receiving Approver review:
  • IU transactions recorded online
  • Updates to IU transactions performed online
• The Agency IU Receiving Approver reviews, approves, and denies IU transactions submitted by the Agency IU Sending Processor and the Agency IU Receiving Processor
• IU transactions uploaded via IUI002 interface or the IUI001 Spreadsheet Upload do not require agency approval
• An end user can be assigned both the Agency IU Receiving Approver and Agency IU Sending Approver roles, enabling the user to approve both sides of an IntraUnit transaction.

Version History