Delegate account

The ability to delegate an account to another employee is an option your organization may not have enabled. If company unit restrictions have been enabled, you may only be able to delegate your account to those employees within your company unit. Note: Your internal administrator may be the only person capable of either of these delegation functions.

If you are going on leave, or for another reason may be unable to code your statement for a period of time, you are able to delegate your statement to another employee. You will still be able to view and code your own statement, however the person you have delegated your account to will also be able to do this. You can delegate your account to multiple people if required.

Note: Delegation is one method to cover extended absences. However, it should be noted that approvals and statement processing can be performed from any PC with internet access; therefore delegation may not be necessary in all circumstances.

To delegate an account to another employee:

1. From the user menu, select Personal Settings.
2. Click the Account Management button on your Personal Settings screen. Your account(s) are displayed.
3. Click to the right of the account you want to delegate. The Employee Search window appears.
4. Type all or part of your travel arranger's name in the fields and click Search. The results of your search are displayed.
5. Click beside the name of your chosen travel arranger. Your Personal Settings screen re-appears with the person listed in the Delegate column.
6. To set an expiration date for this delegation, click and select a date.
7. To manually remove the delegation without using the expiration date, click .
8. If you want to delegate your account to more than one person, repeat steps 3 to 6.

   Note: Delegating cash accounts will also delegate expense reports.