--- title: Understanding UAG Office Settings in Approval Scenarios description: Approval Scenarios, Shared Office, Transaction Office, Approve --- [Skip to content](https://knowledgebase.counta.com/knowledge/understanding-uag-office-settings-in-approval-scenarios#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en) 3. [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings) June 24, 2026 # Understanding UAG Office Settings in Approval Scenarios ## This article explains the difference between UAG – Transaction Office and UAG – Shared Office, why approvals may be skipped, and how to configure approval scenarios correctly across all transaction types (Expenses, Estimates, Purchase Orders, etc.). **Overview** User Access Group (UAG) office settings determine which users qualify as approvers in approval scenarios. If these settings are misconfigured, approval steps may be skipped, causing transactions to auto‑approve and display a status such as **“Manager Approval Not Required.”** **UAG – Transaction Office vs UAG – Shared Office** **UAG – Transaction Office** An approval requirement is created **only if**: - The user belongs to the selected UAG **and** - The user’s **Employee Office exactly matches** the transaction’s office If no UAG member has a matching Employee Office, **no approval record is created** and the step is skipped. **UAG – Shared Office** An approval requirement is created if: - The user belongs to the selected UAG **and** - The user has **access to the transaction’s office**, even if their Employee Office is different This option is recommended for **centralised or cross‑office approval teams**. **Key Difference:** Transaction Office requires an exact office match. Shared Office allows approval based on office access. **Why “Manager Approval Not Required” Appears** When no approval requirement is generated, the system treats the transaction as not requiring approval and allows it to post automatically. The most common cause is a **UAG office mismatch**, for example: - A transaction belongs to Office A - The approval step uses **UAG – Transaction Office** - UAG members belong to Office B Because no approver matches the transaction office, the approval step is skipped. **Common Misconfigurations** - **Using UAG – Transaction Office for shared teams** Causes approvals to skip when approvers are based in a different office. - **No UAG members assigned to the transaction office** Results in no approval requirement being created. - **Using UAG – Shared Office without granting office access** Approval may exist, but approvers cannot see or action it. - **Scenario filters too narrow** Office, amount, or transaction type filters exclude the transaction entirely. **Best‑Practice Recommendations** - Use **UAG – Transaction Office** only when approvers belong to the same office as the transaction. - Use **UAG – Shared Office** for finance, AP, or other central approval teams. - Ensure UAG members have correct **Employee Office** and **Office access**. - Always test approval scenarios with sample transactions before relying on them. **Troubleshooting Checklist** If approvals are not triggering: - Confirm the transaction matches the approval scenario (office, type, amount). - Check which UAG approver type is used. - For **Transaction Office**, verify at least one UAG member’s Employee Office matches. - For **Shared Office**, verify UAG members have access to the transaction office. - If the transaction shows **“Manager Approval Not Required”**, the scenario did not apply. - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) - [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content) - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation) - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task) - 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