Archive for February, 2023

Signature Authority & Financial Application Access Update

Wednesday, February 1st, 2023

In an effort to streamline the way in which we capture and maintain signature authority and financial application security, Finance has been working to consolidate multiple sources into a single online source of truth.  Over the last few months, we have worked with various University departments to gather and audit the current Signature Authority and Financial Reporting BI access.

Now that the information has been consolidated into the new online application, we are excited to announce the development of new streamlined forms for requesting or updating Signature Authority, BI Financial Reports access, and/or Lawson Requisition Center access.

Effective February 1st, 2023 we will no longer be sending out Signature Card forms when new AUs are created. This information will now be collected using the AU/Level Access Form and wet signed Signature Card forms will no longer be required or accepted.

How do I use the new forms?

  1. Choose the appropriate form:
    AU/Level Access Form  (Instructions)
    Additional or revised signature authority or access to financial applications
    For multiple existing users and a single AU or level

    System Access Form 
    New signature authority or access to financial applications
    For a single existing or new user and multiple AUs or levels
  1. Choose the required authority or system access for each user
  2. Obtain approval and email fillable form for processing:

    Sponsored Program AUs (103x, 104x, 107x, 2x, 5x, 9x)

    Access Type: Signature authority requests
    Approval Requirement: Principal Investigator
    Submit form to: and

    All other AUs

    Access Type: Any
    Approval Requirement: Business Manager or Finance liaison for the school or area
    Submit form to:

What are the benefits of the new process?

  • Combining multiple security tables into a single online source will help Finance maintain consistent reporting, accessibility across departments, and it will streamline maintenance
  • Ability to proactively update information when an employee terminates or changes positions, thus ensuring that Accounts Payable and other Finance departments will be able to access the most up to date information
  • Having one central location for security for financial applications, including BI security, Signature Authority, Electronic Payment Application approvals, Lawson Requisition Center, etc. some of which will be rolled out in future phases
  • Eases some of the challenges in searching for and maintaining wet signatures in DocFinity
  • Business Managers will have access to new reporting tools to review financial application security for their areas

Please email with any questions.