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Delegate Privileges

| Can Prepare | Can View Receipts | Can Approve | Receives Emails |

Can Prepare

When a user (the report owner) grants you this permission, you are able to enter a report header and report line items (both out-of-pocket and GEMS Card transactions) on the report owner's behalf.

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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Can View Receipts

When a user (the report owner) grants you this permission, you are able to fax receipts in for the owner's report, attach receipts to the owner's report and/or view receipts associated with the owner's reports.

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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Can Approve

When a user grants you this permission, you are able to view his or her work queue and approve reports on his or her behalf.

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Receives Emails

A user can grant you permission to receive emails related to his or her expense reports and/or to receive approval emails.

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Learn more about carrying out these privileges when you act as a delegate.