Delegates - Overview

The Delegates feature allows an employee (delegate) to act on behalf of another employee (delegator).

Conditions

A user can work as a delegate in Expense if:

• The user's company/group has been configured to use delegates.

• The delegator or Employee administrator has designated the user as an Expense delegate.

Available actions

Based on your company's configuration and the choices made by the delegator or Employee administrator, the delegate can do any or all of these tasks:

• Prepare, print, view, edit, and submit expense reports, authorization requests, or cash advances

• Approve expense reports (if the delegator is an approver)

• View and Upload a Receipt Image to an Expense or Expense Report (if the company uses Concur's imaging service)

• Change profile information for your delegator

Delegates email notification

Emails to the delegate are controlled by the Receives Emails and Receives Approval Emails settings on the delegate assignment.

User delegates will receive the following emails when Receives Emails is checked:

• workflow status change notifications

• email reminders

• image received notification

• new company card transactions notification

Temporary approver delegates (only available in some Concur products) receive emails during the designated approval period while permanent approver delegates always receive these emails Approver delegates receive the following emails when Receives Approval Emails is checked:

• new report/request/cash advance pending your approval notifications

• email reminders to the approver