Delegating approval authority for e-xpense

If you are going to be out of the office or otherwise unavailable to approve pre-authorization requests and expense reports, you can delegate your approval authority to another, authorized e-xpense approver. e-xpense notifies the approver of the delegation via email.

You determine the valid time period for the delegation. When you delegate, you share the authority rather than giving it up. You can still approve your employee's expenses during the delegation if you wish. In other words, either you or the approver who you delegate to can fulfill your approval duty while the delegation is in effect.

Caution: The number of required approvers is set by your e-xpense administrator. It is possible for you to eliminate an approval level if you delegate to someone who is already a required approver.

The instructions that follow tell you how to delegate your approval authority.

To delegate e-xpense approval

Do one of the following to access the Delegate Approval screen.

From the upper-left corner of any application screen, click Expense > Management > Delegate.
From any e-xpense management screen, click the Delegate tab.

Select the approver who you want to delegate to from the Select Delegate dropdown list. If you do not see the approver who you are looking for, select Search from the dropdown list to look up the approver.
If you see Include check boxes under the Select Delegate dropdown list, then you can indicate the application(s) that the delegation applies to. To delegate for e-xpense, click the e-xpense check box. You can also click the e-timecard check box if you wish.
Enter the from and through dates for the delegation. You can enter dates manually or click to the right of either date field to select a date from a calendar.
Select the reason why you are delegating your authority from the dropdown list.
Click Add. e-xpense adds your delegation to the top of the list of delegations in the lower section of the screen. It also clears the fields in the upper section of the screen to let you create another delegation if you wish.
To create an additional delegation, repeat steps 2 through 6.
When you are done creating approval delegations, click Save. This step is required to commit your delegation additions to the database.

Note: You can do the following to manage your approval delegations.

Change approval delegations

Delete approval delegations