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Expense Proxy

Expense Proxy

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:

  1. Click on the drop down arrow next to Expense and select Expense Proxy. This will bring up a query page.
  2. Proxies can search for expense reports via:
    • User First or Last Name (Use the icon to search or begin typing the first or last name)
    • Report ID - optional
  3. After filling out the desired fields, click Search.

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

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