We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Delegate and Workflow

Received Response
14
Views
1
Comments
edited Aug 5, 2021 5:08PM in Expenses 1 comment

Summary

Entering a Spend Authorization vs an Expense Report as a Delegate

Content

Delegate and Workflow

Login as a Manager, setup an employee as a delegate

Complete the following as the delegate on behalf of the Manager

Expense Report

  • Create Expense Report as delegate
  • Workflow goes to the owner (Manager) and then the other approvers

 

Spend Authorization

  • Create Spend Authorization as delegate
  • Workflow does not go to owner first for approval, it skips to the other approvers
  • The owner (Manager) isn’t notified until the approval workflow is complete

Thanks,

Oksana 

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!