If you're an approver of expenses and will be out of the office, you can use the Out of Office option to delegate a fellow user to approve submitted expenses on your behalf.
Note: If Out of Office is not available to you, please ask an Account Administrator from your company to turn this feature on for the account in the Additional Settings area.
How to set up your Out of Office
Once successfully logged into the ExpenseIn mobile app, follow the steps below to set up and turn on your out of office:
1. Tap the three-bar menu, found at the top left-hand corner of the screen.
2. Tap Out of Office.
3. Tap Enable Out of Office and select 'Yes' to enable your out of office, or select 'Only during this period' to enable your out of office for a specific period.
Note: If you set your out of office without selecting a time period, you'll need to switch the Enable Out of Office option to 'No' on your return to disable your out of office.
4. Tap Delegate Approval to and start typing the name or email address of the user you'd like to delegate approval to. When they appear, tap their name to select them.
5. Tap Done to set your out of office.
Additional Information
Once a user is assigned as a delegate, they will receive a notification email to inform them they are now set up to have access to approve expenses on behalf of the approver who delegated them.
When Out of Office is turned on, any awaiting approval notifications for any approval flows you are part of will be sent to the user you have delegated. When Out of Office is turned back off, any awaiting approval notifications will go back to the original approver.
The delegate cannot approve or see their own expenses. If you need to approve their expenses, these will stay in your Awaiting Approval section until your return.
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.
Approval for delegates does not give them access to the Out of Office feature unless they are normally a main approver themselves (i.e. they're assigned to an Approval Flow in the Admin area).
If a delegated approver also has an active Out of Office enabled, expenses already redirected to the delegate will not be redirected again.