How You Manage Delegates

A delegate is a person you have authorized to perform manage expense tasks for you.

The manage delegates functionality in Oracle Fusion Expenses enables you to perform two different actions:

• Delegate another person to manage your expense reports, authorizations, and cash advances.

• Enter expense reports, authorizations, and cash advances for another person.

Delegate Another Person

You can delegate another person to manage expense reports, authorizations, and cash advances on your behalf. For example, as an executive, you can delegate the expenses permissions to your executive assistant.

You can delegate another person to perform your expense tasks by adding their name to the Delegates section on the Manage Delegates page. This authorization ends when you inactivate your delegate.

Perform Expense Tasks for Another Person

You can enter expense reports for another person. For example, you can enter expense reports for your manager if your manager has authorized you to do expenses on his or her behalf. You can view the persons who have authorized you to perform expense tasks on their behalf in the Permissions section on the Manage Delegates page.

To create an expense report for another person, first access Expenses by using your own user name and password. Then, in the Expenses work area, select the name of the person for whom you're performing expenses tasks.

If you perform expenses tasks for another person, you assume the same responsibility for expense report management as the person who has given you permission. For example, you can perform these actions:

• View and manage expense items and expense reports.

• View and manage authorizations.

• View and manage cash advances.