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ConcurManager
Occasional Member - Level 1

Delegates unable to see transaction

Is Any one else having an issue with delagates  unable to see the transactions for the person they're acting on behalf of?

3 REPLIES 3
MSTEEN
Routine Member - Level 1

Have you checked the profile for both the delegate and the employee who is granted permission to perform the tasks?

 

As an Administrator, you can view the employee's profile who needs the expense delegate.  Check the Expense Delegate link in the Expense Settings of the profile. There should be 2 tabs;  Delegate for and  Delegates.  The permission should be in the Delegate tab. 

 

If the above is set up correctly, check the knowledge base for a similar issue or open a support case. . 

I hope this helps.

 

Maria Steen
KevinD
Community Manager
Community Manager

@ConcurManager are the transactions in question from a corporate credit card or from a personal card? If from a personal card, delegates will not be able to see these transactions. This is by design. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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ConcurManager
Occasional Member - Level 1

It is a AMEX business card being used as a corporate card,  in which the transaction are being feed into Concur through the Yodlee syncing process.