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Delegates Can Receive Expense Assistant Emails

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Product news for Concur administrators

CONCUR EXPENSE

November 2020 release

 

Now, delegates can receive the Weekly Report Summary emails to be notified when expenses are added to reports.

 

To begin receiving the Weekly Report Summary go to settings page for Delegate Management and ensure that the Receives Emails checkbox is selected.

 

In this video, Francesca Reggio, Senior Client Success Consultant demonstrates how to set it up.

 

 

To add delegates to the cc line of the weekly Report Summary, Expense Assistant must be enabled. Then:

 

  1. Click Profile --> Profile Settings --> Expense Delegates.
  2. In the row that contains the delegate you want to add to the Concur Expense Assistant email, select the Receives Emails check box.
    Expense Delegates Receives Emails.png
  3. Click Save.

For general information about this functionality, refer to the Expense: Expense Assistant Setup Guide.

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