How to add a deputy reporter/approver

A deputy can be set up by both administrators and users. You can delegate your reporting or approval tasks to authorized employees as your backups.

You can depute your colleague to approve expense reports for a specific period. The deputy cannot approve his or her own expense reports submitted for approval, nor the ones submitted on behalf of someone else.  

To proceed, ensure you are on the specified page and that all fields in the Employee Preferences section are available and editable. If they are not, please contact your Mobilexpense Company Administrator for assistance.

1. As a first step need to decide what has to be setup a deputy reporter or a deputy approver as there are different rows for each responsibility.

2. After this is decided, type the name of your colleague in the User field. 

3. Click Search to select the colleague name from the list of users.  

   

4. Alternatively, you can type the first three letters of the name, and the autocomplete feature displays suggestions for names. Click the required name from the list of suggestions. 

   

5. Click the calendar icon to enter the date in the From and Until fields to specify the duration for which the deputy approver can approve expenses on your behalf. 

   

6. Click Save to complete the action. 

If you would like to discover how to perform several of the tasks related to an expense transaction as a deputy, including how an expense report can be created, kindly check the articles below:

• What is a deputy reporter?

• What is a deputy approver?

• How to create an expense

• How to create an expense report