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 Expense Proxy in the Expenses menu at the top of the screen to bring up the query screen.
- Proxies can search for expense reports via:
- Report ID
- User Last Name (Use the search function or begin typing last name)
- Report Type
- Report Status
- Start and/or End Date
- After filling out the desired fields, click Retrieve expenses.
From this screen, the proxy can add, edit or submit the expense reports as if they were their own.