There are times when an employee needs to delegate authority to another employee to code their credit card statement. Once they've completed coding your expense report, you will still need to review it and submit it for approval.
This article describes how to setup a credit card expense delegate. To learn how to setup an invoice expense delegate, click here.
1. Click Profile.
2. Click Profile Settings.
3. Click Expense Delegates.
4. Click Add.
5. Type in the name of the employee you'd like to code your expenses.
6. Select the correct employee.
7. Click Add.
8. Select Can Prepare.
9. Select Can View Receipts.
10. If you want them to receive an email each time an expense comes in for you, select Receives Emails.
11. Click Save.
