Using 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.

Once someone has added you as an Expense Delegate, you can create, edit, submit, and approve expense reports on behalf of someone else. Follow the following steps to see how to do this.

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: Acting as 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?.)