Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click on the drop down arrow next to Expense and select Expense Proxy. This will bring up a query page.
    Image RemovedImage Added
  2. Proxies can search for expense reports via:
    • Report ID
    • User First or Last Name (Use the Image Removed Image Addedicon to search or begin typing the first or last name)
    • Report Type - optionalReport StatusID - optional
    • Start and/or End Date - optional
  3. After filling out the desired fields, click Retrieve Expenses Search.

From this screen, the proxy can add, edit or submit the expense reports as if they were their own.