Adding Surrogate (or Proxy) Users in e-Expense
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First Published :Thu Sep 18 14:21:59 GMT 2014
Last Modified :Tue Dec 02 01:15:01 GMT 2014
Last Published :Tue Dec 02 01:15:01 GMT 2014
Adding a surrogate within e-Expense.
If you need to add a proxy user to e-Expense, to help enter or approve reports, you can add a “surrogate.”
Surrogates is the term that e-Expense uses to ‘proxy’ another user of the system. There are two types of surrogates: approval and entry. A traveler can assign an entry surrogate to prepare their expense report. After that surrogate completes the report, the traveler is required to approve the report. A traveler cannot assign an approver surrogate for their own report.
More about Surrogates
There are two types of Surrogates. An entry surrogate can enter reports on behalf of another user. An approval surrogate can approve reports on behalf of another user.Once an entry surrogate has been assigned, it need not be done again unless another surrogate is being assigned . NOTE: A traveler can assign more than one entry surrogate if he/she has more than one individual for support staff.
Entry, Approval, Surrogate, Apptricity