Concur Invoice Professional Edition Administration Help

Add Request Delegates

To add a delegate:

  1. On the Request 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 requests on your behalf.

    Can Submit

    If selected, the delegate can submit requests on your behalf.

    NOTE: If you do not allow the delegate to submit, you receive an email notification when the delegate has completed the requests 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 request-related email that you receive, except for approval emails.

    Can Approve

    If selected, the delegate can approve requests on your behalf, without date constraints.

    Can Approve Temporary

    If selected, the delegate can approve requests 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 request-approval-related email that you receive.

  5. Click Save.