A proxy is a user authorized to enter expenses on another user's behalf. Once a proxy has accessed a proxy-assisted employee's expense report list, the proxy can create, edit or submit an expense report.
To access this function:
- Click on the drop down arrow next to Expense
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- and select Expense Proxy. This will bring up a query page.
- Proxies can search for expense reports via:
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- User First or Last Name (Use the
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-
icon to search or begin typing the first or last name) - Report
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- ID - optional
- After filling out the desired fields, click
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- Search.
From this screen, the proxy can add, edit or submit the expense reports as if they were their own.