Delegate charge code authority

As a Shared Travel Services administrator, you can delegate the authority of a charge code manager to other employees within your organization. If a delegated manager belongs to the correct report group, they will be able to run online expenditure reports for this charge code.

Note: A charge code manager can also delegate their charge code authority via their Personal Settings.

To delegate charge code authority to another manager:

1. Click the Charge Codes button on the Administration Overview diagram (Employee view).

   The Charge Codes window appears.

2. Use the search criteria defined in the Search for charge code procedure to narrow the search for the code you want to delegate.
3. Select the check-box beside the code you want to delegate.
4. Click Manager.

   The Manager and Approval Thresholds dialog box appears.

5. Click Add Manager.

   The Employee Search window appears.

6. Enter the employee ID or name you want to delegate the code to.
7. Click Search. A list of employees that match your search criteria will display.
8. Click next to the applicable employee's name.

   The employee's name will now appear in the Manager and Approval Thresholds dialog box.

9. To remove a manager, click beside the name.