Concur Invoice Professional Edition Administration Help

Add Invoice Delegates

Use the following procedure to add delegates in Invoice.

MAXIMUM NUMBER OF ASSIGNMENTS AND USING THE INVOICE PROXY ROLE

Delegates are individuals acting on behalf of a named list of specific users. A reasonable maximum number of user assignments is 250 per delegate, and this is the number supported by Concur. Please use the Invoice Proxy role when assigning access for shared service centres: The Invoice Proxy role is designed to allow an individual user to support entire Invoice groups within the system.

To add Invoice delegates:

  1. On the user administration page, click Invoice Delegates. The Invoice Delegates window appears.
  2. Click Add.
  3. In the Search by employee name, email address or logon id field, enter the details of the desired delegate. The list displays possible matches.
  4. Select the desired delegate and configure as required.
  5. Click Save.
  6. On the user detail page, click Save.