Use the Invoice Delegates page to:

• Add a delegate - assign another Invoice user to act on your behalf and define the tasks that delegate can complete.

• Edit the tasks assigned to an existing delegate.

• Delete a delegate.

Access

To access this option, click Profile > Profile Settings > Invoice Delegates (in the Invoice Settings section of the left-side menu).

Add a delegate

To add a delegate:

1. On the Invoice Delegates page, click Add Delegate. 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 invoices on your behalf.
   Can Submit	If selected, the delegate can submit invoices on your behalf. NOTE: If you do not allow the delegate to submit, you receive an email notification when the delegate has completed the invoice 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 Invoice-related email that you receive, except for approval emails.
   Can Approve	If selected, the delegate can approve invoices on your behalf, without date constraints.
   Can Approve Temporary	If selected, the delegate can approve invoices on your behalf but only for the specified period. If you select this option, you must also select beginning and ending date.
   Receives Approval Emails	If selected, the delegate receives a copy of each Invoice-approval-related email that you receive. NOTE: The delegate cannot approve or reject the invoice via email.

5. Click Save.

Edit delegate information

To edit delegate information:

1. On the Invoice Delegates page, make the desired changes. (Refer to the information about adding delegates for descriptions of the various options.)

2. Click Save.

Delete a delegate

To delete a delegate:

1. On the Invoice Delegates page, select the check box to the left of the desired delegate.

2. Click Delete.