Configuring and Maintaining Invoice Delegate permissions

Objective

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

Invoice Delegate Configuration Overview

Delegate Configuration lets you specify which invoice reconciliation actions—such as creating, submitting, or approving invoices—a user can delegate to another user. Most companies use a single delegate configuration, but configurations can differ by group. You can assign a delegate configuration to one or more employee group configurations; however, each employee group configuration can use only one delegate configuration.

Screenshot of the SAP Concur Delegate Configurations page within Invoice Processing Admin. The screen shows a table listing delegate configuration options and permissions, with buttons to add, modify, or remove configurations. A navigation menu on the left lists related admin options, such as audit rules, company info, and invoice settings.

Configure Invoice Delegate Permissions

To configure delegate settings:

Steps

  1. Navigate to Invoice Admin >Delegate Configurations and select New.

    Screenshot of the Delegate Configurations page showing a table of configuration permissions and a highlighted New button for adding a new delegate configuration.

  2. Enter the Delegate Configuration Name.

    Screenshot of the Add Delegate Configuration - Invoice window. The Configuration Name field is filled with Demo and highlighted. Delegate settings, including checkboxes for permissions, are shown below. Save and Cancel buttons appear at the bottom.

  3. Select the Groups this configuration applies to.

    Screenshot of the Add Delegate Configuration - Invoice window with the Applies To Groups dropdown expanded, showing multiple selectable group options such as Client Demos, Global, Authorization Requests, and others. The configuration name is set to Demo. Save and Cancel buttons are at the bottom.

  4. Select the Delegate Settings for the User Administrators and Employees. Note that permissions can be applied to both User Administrators and Employees, or the individual roles.

    Options

    Screenshot of the Add Delegate Configuration - Invoice window showing fields for configuration name, restrictions, group selection, and approval days. The Delegate Settings For User Administrators and Employees section is highlighted, with various delegate permission checkboxes selected for Employee and User Administrator roles. Save and Cancel buttons appear at the bottom.

  5. Select Save.

    Screenshot of the Add Delegate Configuration - Invoice window with the Save button highlighted.

Modify Invoice Delegate Permissions

To modify delegate permissions:

Steps

  1. Navigate to Invoice Admin > Delegate Configurations, select a configuration name and then select Modify.

    Screenshot of the Delegate Configurations page with the Modify button highlighted and the Demo configuration row selected.

  2. Select the appropriate permissions. Note that permissions can be applied to both User Administrators and Employees, or the individual roles. When you’re done, selectSave.

    A Modify Delegate Configuration - Invoice settings window with various delegate options checked, and the Save button highlighted at the bottom right.

Learning

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