Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015
What is a Delegate?
A delegate is an individual authorized to process expense reports on behalf of another Concur user
There are two types of delegates:
• A Report Delegate can prepare expense reports or travel requests for another individual.
• An Approve Delegate can approve expense reports on behalf of another individual.
(To be an Approve Delegate, you must already have approval authority.)
What is a Travel Assistant?
A travel assistant is authorized to book travel on behalf of another Concur user. Travel assistants have access to view and modify the profile as well as view upcoming trips for each designated traveler.
How do I assign another user as my delegate and/or assistant?
Expense Delegates and Travel Assistants are assigned in the Profile section of Concur. For detailed instructions, please see the Getting Started document.
Step 1: Reporting on Another User's Behalf a. To administer for another Concur user, click the Profile link in the upper right corner of your
Concur screen. The Administer for another user… dropdown will appear allowing you to select from a list of users who have assigned you as an expense delegate. Select the desired user from the list.
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Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015 b. You will now see the name of the user you are administering for at the top of the page. Click the
Expense tab. c. The list of active reports for the person you selected will appear in the Active Reports area. d. You may enter a report by clicking on the Create New Report link. For detailed instructions on creating an expense report, please see Creating an Expense Report .
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Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015
Step 2: Approving on an Approver's Behalf a. Click the Required Approvals link on the Quick Task bar. b. A Reports Pending your Approval list will appear. From here you can select, review, approve or send back any reports that have been submitted to the approver you are representing. For detailed instructions, please see Review and Approve Expense Reports .
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Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015
Step 3: Submitting a Travel Request on Another User's Behalf a. To administer for another Concur user, click the Profile link in the upper right corner of your
Concur screen. The Administer for another user… dropdown will appear allowing you to select from a list of users who have assigned you as an expense delegate. Select the desired user from the list. b. You will now see the name of the user you are administering for at the top of the page. Click the
Requests tab.
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Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015 c. The list of active requests for the person you selected will appear in the Active Requests List.
d. You may enter a request for that employee by clicking on the New Request link. For detailed instructions, please see Create a Travel Request .
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Concur Travel & Expense - Acting as a Delegate or Travel Assistant Last Updated: January 2015
Step 1: Booking Travel on Another User's Behalf a. To administer for another Concur user, click the Profile link in the upper right corner of your
Concur screen. The Administer for another user… dropdown will appear allowing you to select from a list of users who have assigned you as an expense delegate. Select the desired user from the list. b. You will now see the name of the user you are administering for at the top of the page.
Using the Online Booking Tool, complete the Travel Reservation. For detailed instructions, please see the documentation for the Online Booking Tool .
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