Skip to Knowledge Base content

Manage Delegates for Expense Report Submission

This guide will cover:

  • Delegating the submission of your expense report to another individual.

Managing Delegates for Expense Reports: Many employees on campus will submit Expense Reports for travel, reimbursements for purchases and for procurement card (p-card) transactions. It is recommended that UW personnel establish a preferred delegate, such as the department accountant, to review account coding and submit the Expense Report.  Delegating does not remove your access to enter expense reports, it just adds another person that can also see that information in the system. 

sign23

Note: The expense report owner and the delegate cannot be attempting to prepare or modify expense reports for the same user at the same time. The expense owner and their delegate will need to coordinate should they both need to be working expenses for the owner.

 

Step One

  • Upon signing in, this home page will display. Click on the Navigator button (the three horizontal lines) in the top left-hand corner:

 

  • From the Navigator > About Me > Expenses.

 

  • The Travel and Expenses page will display:

 

Step Two

Delegate your expense report.

  • Select Manage Delegates:

 

  • The Delegates and Permissions page will appear. Select the Add icon (+):

 

  • This will open a pop up window in which you will identify your delegate:

 

  • Click on the Search icon to open the Search and Select pop up window. Type the name of the individual you wish to select in the Person field, then click Search. Your results will appear in the bottom half of the window. Once you’ve selected the appropriate person, click OK.

sign23

Note: You may delegate to multiple individuals. To do so, replicate the steps above to add more delegates.

 

  • In the top right hand corner of your screen, select Save and Close.

sign23

Note: When a delegated Expense Report is submitted on your behalf, you will receive an email notification to review and approve it within WyoCloud. You may also view any pending approvals upon logging into WyoCloud Financial Management, looking for a red number next to the bell icon in the upper right corner, and clicking on the bell for more details.

You have now completed the steps of Managing Delegates for Expense Report Submission.

Was this helpful?
0% helpful - 5 reviews

Details

Article ID: 32770
Created
Fri 6/30/17 8:40 AM
Modified
Fri 9/15/17 3:25 PM