If you are going to be out of office for a set period of time you can use our out of office feature to delegate another user to approve expenses on your behalf. If you are unable to see the Out of Office option on your screen, this will be because your company ExpenseIn administrators have disabled this feature.
To set up your out of office, please follow the below steps:
Click Approval at the top of your screen.
Select Out of Office and tick the Enable Out of Office box.
If you are going to be away for a set time period only, tick the Only during this period box and enter the date range that you will be out of office for.
Enter the name of the user that should approve expenses on your behalf in the Delegate Approval to box.
Once a user is assigned to be a delegate they will receive a notification email letting them know they are now set up to have access to approval and approve expenses on behalf of the approver who delegated them.
Delegates will always retain access to the approval area once they have been nominated by an approver. This is because the system holds the history of any approved expenses there.
Please note, approval for delegates does not give them access to the out of office feature unless they are a main approver themselves.
Once you have successfully set up out of office, the awaiting approval notifications for any approval flows you are part of will be sent to the user you have delegated. Once you have turned out of office off, the awaiting approval notifications will go back to the original approver.