There are times when an employee needs to delegate authority to another employee to code their invoices. Once they've completed coding your invoice, you will still need to review it and submit it for approval.
This article describes how to setup an invoice delegate. To learn how to setup an credit card expense delegate, click here.
1. Click Profile.
2. Click Profile Settings.
3. Click Invoice Delegates.
4. Click Add Delegate.
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.
