Concur Invoice Professional Edition Administration Help

Add Expense and Request Delegates

Delegates are shared between Expense and Request. Any additions, deletions or changes you make in Expense will affect Request, and vice versa.

MAXIMUM NUMBER OF ASSIGNMENTS AND USING THE EXPENSE 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. Use the Expense Proxy role when assigning access for shared service centres: The Expense Proxy role is designed to allow an individual user to support entire Expense groups within the system.

To add Expense and Request delegates:

  1. On the user administration page, click Expense Delegates. The Expense Delegates window appears.
  2. Click Add.
  3. In the Search by employee name, email address or logon id field, type in 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.