If you are an approver of expenses and will be out of the office you can use our Out of Office option to delegate a fellow user to approve submitted expenses on your behalf.
If Out of Office is not available to you please ask an Administrator from your company to turn this feature on for the account in the Advanced Settings area.
To set up your out of office please follow the steps below:
1. Tap the three menu bars in the top left.
2. Tap Out of Office.
3. Tap the slider to Enable Out of Office.
4. Tap the Only during this period slider to set a date and time range if there is a clear start and end date. This is an optional setting.
Please Note: If you set your out of office without selecting a time period, you will need to tap the 'Enable Out of Office' slider to turn off out of office on your return.
5. Tap in the Delegate Approval to box and start typing the name or email address of a user you would like to delegate approval to. Tap on their name to allocate.
6. Check the details you have entered are correct.
7. Tap Save 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.