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ryansusi
Occasional Member - Level 1

Expense tab not visible for my manager's profile

Hi there, only the Travel tab is visible on my leader's profile and I need the Expenses tab as well.  He has given delegate access but it is still not there when I go to his profile. Help!

 

2 REPLIES 2
KevinD
Community Manager
Community Manager

@ryansusi I looked up both profiles and the reason you do not see the Expense tab is because although your manager added you as a delegate, he didn't assign you any permissions. See screenshot below. I removed the names, but this see how none of the checkboxes are checked? That is why you do not see the Expense tab. Have your manager sign in, go to Profile>Profile Settings>Expense Settings>Expense Delegates. There he should see your name and needs to check the boxes for the tasks he wants to delegate to you, then click Save.

 

KevinD_0-1666726342740.png

 


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

Thanks Kevin! I will ask my Leader to try this approach this morning! Will let you know if it works!