Concur Invoice Standard Edition Administration Help

Add Expense Delegate

To add a delegate:

  1. On the Expense Delegates page, click Add. The search area appears.

  2. Type at least the first three letters of the search criteria (employee's name, email address, etc.).

  3. When the desired employee appears, click the name.

  4. Select the desired delegate options.

    Option

    Description

    Can Prepare

    If selected, the delegate can create expense claims and requests (if using Concur Request) on your behalf.

    Can Submit Claims

    If selected, the delegate can submit expense claims and cash advances on your behalf.

    NOTE: If you do not allow the delegate to submit, you receive an email notification when the delegate has completed the expense claim and it is ready for submission.

    Can View Receipts

    If selected, the delegate can view receipt images on your behalf.

    Receives Emails

    If selected, the delegate receives a copy of each Expense-related email that you receive, except for approval emails.

    Can Approve

    If selected, the delegate can approve expense claims, cash advances and requests (if using Concur Request) on your behalf, without date constraints.

    Receives Approval Emails

    If selected, the delegate receives a copy of each Expense-approval-related email that you receive.

    NOTE: The delegate cannot approve or reject the expense claim via email.

  5. Click Save.