Objective
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.
Review the following steps to learn how to configure delegate settings.
Navigate to Invoice Processing Admin >Delegate Configurations and select New.
Enter the Delegate Configuration Name.
Select the Groups this configuration applies to.
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.
Select Save.
Review the following steps to learn how to modify delegate permissions.
Navigate to Invoice Admin > Delegate Configurations, select a configuration name and then select Modify.
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.
