Manage expense delegation

An expense delegate can create and manage expense reports for another employee.

Configure expense delegation

1. To set up a user as an expense delegate, go to Expense management > Setup > General > Delegates.
2. On the Delegates page, select New.
3. Select the employee that will have a delegate defined.
4. Enter the alias of the delegate user and the start and end date for the delegation period.

Manage expense delegation for another employee

When the feature management key Enable expense delegates list page is enabled, the Expenses delegated to me list page will be available. Go to Expense management > My expenses > Expenses delegated to me.

A delegate user can quickly filter and search on existing expense reports that have been delegated to them. They can also create a new expense report for other users by selecting New expense report.

Delegate users can also create and manage expense reports for other employees by going to Expense management > My expenses > Expense reports and selecting Open other user's expenses.