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IMHO, for a class of delegate who is not entitled to expense, his/her account has no other benefit than as gateway to Principal.
In hurry, I, as such delegate, after login to my account has twice
Color differs: black for own while bright green along with Name acting on behalf for.
Results were I mistakenly created reports under my account.
The only solution I know is to re-create these reports using the correct account.
I appreciate for more mistake-tolerant measure. Example, is it possible to automate login to act for Principal?
Kind Regards
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@panes-rubrics what do you mean exactly by "is it possible to automate login to act for Principal?
Also, keep in mind that the initial intent of Concur Expense is for individual's to create and submit their own expenses. The Delegate option is an extra feature since we understand that some people's schedules (like Executives) don't always allow time for expense reporting.
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For delegate who:
Currently I have to pay attention to said problem but prefers that on login automatically re-directed to Act as delegate.
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The only way for you to log in to another's specific Concur account is to use their login and password. Otherwise, as a delegate, you need to use the drop down to acts as that person. As Kevin said, the system is meant for each traveler to complete their own reports.