Acting as a delegate while using the app

[DonMichon]

Is it possible to act as a delegate while using the app?

[Firetunes]

Running into the same issue. I have a user who is a delegate for multiple people and will be handed a pile of receipts to take care of. She'd like to use the app to do so.

[KevinD]

@Firetunes our mobile app does not support the delegate feature. What she can do is email receipts into each person's account. As long as she has verified her email address on her profile and each person for whom she is a delegate has verified their emails. If that has been done, she can take pictures of receipts and email them to: receipts@concur.com. In the subject line, she will put the email address of the person that the receipt belongs to. These email receipt images will go into that user's available receipts, which she can access. However, only on the web version though, since delegates cannot be on mobile.

[DP2]

Hello Kevin, this feature was made available a few months ago to customers who have activated ExpenseIt in particular for France, Spain and Portugal, does Concur have any intention of expanding it to North America? Thanks

[KevinD]

@DP2 from our roadmap document, it looks like this is planned for sometime in Q2. However, the details on the roadmap didn't specify a region. It just said "users", so I would think it would be global. I don't know for sure though.

Looks like Q3 plans to have the ability for Delegates to move expenses to reports. Keep in mind, these are planned, but not set in stone. Dates can change for these types of enhancements.

[DP2]

Thanks Kevin, appreciate the info. Hopefully planned date stays.

[tbass]

Hello Kevin:

Also interested in knowing when this feature will be made available to non-GRDC clients... Delegates are very commonly leveraged in our organization.

Delegate Function for GRDC Users with ExpenseIt No... - SAP Concur Community

[Amandalangton]

The release notes say that we can now use the app to act as a delegate. But provides no information on how to act as a delegate in the app.

[DP2]

I tried it with a user that have delegation; from the ellipsis on the left "Act as a delegate" is available, but you cannot use it with ExpenseIT, it will prompt you to create an expense report and add a receipt as an image by using your mobile camera, then you will have to manually add all the fields, unless you are receiving a feed from your credit card with all the info and just matching receipts to the expense lines, however this is not helpful if you have to manually input all the fields.

The question: is Concur will make delegation available for ExpenseIT?