Configuring and Maintaining Expense Delegates

Objective

After completing this lesson, you will be able to modify existing delegate permissions for users.

Delegate Configurations Overview

Delegate Configurations primarily define which expense reporting options a user can delegate to another user, such as creating, submitting, or approving an expense report. Most companies use a single delegate configuration, but the configuration can vary by group. You can assign a delegate configuration to one or more employee group configurations, but each employee group configuration can use only one delegate configuration.

Configure Delegate Permissions

To create a new delegate configuration:

Steps

Navigate to Expense Admin > Delegate Configurations.
Select the New button.
Enter a Delegate Configuration Name, select the Groups this Configuration Applies To, and select the Delegate Settings for the user administrators and employees.
Select the Save button.

Modify Delegate Permissions

To modify delegate permissions:

Steps

Navigate to Expense Admin > Delegate Configurations.
Select the configuration name and then select Modify.
Select the appropriate permissions, and then select Save.

Summary

Delegate configurations control expense report delegation options.
Create new configurations specifying applicable groups and user permissions.
Modify existing configurations to adjust user permissions as needed.
Each employee group can only use one delegate configuration.
Ensure configurations are aligned with the company's expense approval workflows.

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