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Act as a Delegate

| Reporting on Another User's Behalf | Approving on an Approver's Behalf |

Reporting and/or Approving on Another User's Behalf

  1. Log in to Concur using your CNetID and password.
  2. Click on the Expense tab.
  3. In the upper right part of the screen, click the down arrow for the You are administering Expense for setting and select the person for whom you wish to create or edit expense reports.
  4. The list of active reports for the person you selected will appear in the Report List.
  5. You may enter a report for that employee by clicking on the Create a New Expense Report link.

Note: When a delegate prepares reports on another user's behalf, the last step of the process will be Notify employee (instead of Submit). This is because the owner of the report must be the one to verify the report's contents and, ultimately, submit the report.

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Approving on an Approver's Behalf

  1. Log in to Concur using your CNetID and password.
  2. Click on the Expense tab.
  3. Click the Approve Reports link right beneath the Expense tab.
  4. In the upper right part of the screen, click the down arrow for the You are administering Expense for setting and select the approver's name.
  5. A Reports Pending your Approval list will appear. From here you can select, review, approve or send back any reports that have been submitted to the approver you are representing.

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