Add Expense Delegate
To add a delegate:
On the Expense Delegates page, click Add. The search area appears.
Type at least the first three letters of the search criteria (employee's name, email address, etc.).
When the desired employee appears, click the name.
Select the desired delegate options.
Option
Description
Can Prepare
If selected, the delegate can create expense reports and requests (if using Concur Request) on your behalf.
Can Submit Reports
If selected, the delegate can submit expense reports 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 report 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 reports, 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 report via email.
Click Save.
