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 and select Expense Proxy. This will bring up a query page.
- Proxies can search for expense reports via:
- Report ID
- User First or Last Name (Use the
icon to search or begin typing the first or last name) - Report Type - optional
- Report Status- optional
- Start and/or End Date - optional
- 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.