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Maintaining Delegates

| Delegating Reporting | Delegating Approval | Editing a Delegate's Privileges | Removing Delegates |

Delegating Your Expense Reporting

  1. Click on the Profile tab.
  2. Click on the Expense Delegates link.
  3. All of your existing delegates will be listed. To add a new delegate, click on the Add Delegate link.
  4. Enter the first few letters of the search criteria in the Search by... field.
  5. A list of names that match the letters you've typed will appear. When you locate the name you are looking for, click on the person's name.
  6. You should select the following two checkboxes:
  7. Can Prepare
    Click to give your delegate permission to enter an expense report on your behalf.

    Can View Receipts
    Click to give your delegate permission to fax in or attach receipts to accompany your expense reports.

  8. When you are done selecting your delegate permissions, click Save.

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Delegating Expense Report Approval

  1. Click on the Profile tab.
  2. Click on the Expense Delegates link.
  3. All of your existing delegates will be listed. To add a new delegate, click on the Add Delegate link.
  4. Enter the first few letters of the search criteria in the Search by... field.
  5. A list of names that match the letters you've typed will appear. When you locate the name you are looking for, click on the person's name.
  6. You should select the following checkbox:
  7. Can Approve
    Click to give your delegate permission to view your work queue and approve reports on your behalf.

  8. When you are done selecting your delegate options, click Save.

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Editing a Delegate's Privileges

  1. Click on the Profile tab.
  2. Click on the Expense Delegates link.
  3. To edit an existing delegate, select/deselect the appropriate checkboxes for a listed delegate:
  4. Can Prepare
    Click to give your delegate permission to enter an expense report on your behalf.

    Can View Images
    Click to give your delegate permission to fax in or attach receipts to accompany your expense reports.

    Can Approve
    Click to give your delegate permission to view your work queue and approve reports on your behalf.

  5. When you are done selecting your delegate options, click Save.

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Removing a Delegate

  1. Click on the Profile tab.
  2. Click on the Expense Delegates link.
  3. To remove an existing delegate, select the checkbox(es) to the left of the delegate's name(s).
  4. Click Delete at the top of the panel.

Your deletion is automatically saved.

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