Adding a Delegate

If there's one constant, it's change. People get sick, travel plans change, and we even take vacations! These things don’t need to interfere with creating, submitting, or approving expense reports. This is where a delegate comes in. By selecting a delegate, they can perform these tasks on your behalf if you’re unable to do so. Expense delegates can be added to create, edit, and submit expense reports for you. Now, let's set up this key expense profile setting.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Adding a Delegate Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note: If your organization has disallowed certain delegate actions, they can be displayed as grayed out. See the following screenshot for an example.

During this unit, you learned how to:

• Describe Concur Expense features and benefits.
• Update your expense profile with key settings and features that simplify the expense process.

If you found this module to be informative and helpful on your way to mastering Concur Expense, join us in taking the next unit in this Learning Journey: Creating a New Expense Report.