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How Do I Add/Remove an Expense Delegate in SAP Concur?
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If someone else will be arranging your travel and managing your expense reports, complete the following steps for Add a Travel Arranger and Add an Expense Delegate in your Concur Profile Options. In Concur, travel arrangers are also referred to as “assistants,” and those who help prepare expense reports or process requests are referred to as “delegates.”
Add a Travel Arranger
- Select Profile in the upper-right corner.
- Select Personal Information under Profile Options.
- Search for an arranger by typing the name or NetID in the Assistant text box.
- Select the result you want from the list that appears.
- Select Save in the Add an Assistant dialog box.
- Select Save under the Assistants and Travel Arrangers section.
Add an Expense Delegate
Expense and Request share delegates. By assigning permissions to an Expense delegate, you are also assigning permissions for Request .
- Search for a delegate using the person’s name or NetID.
- Select Save .
Next: Add your credit cards
Concur Expense: Identifying Delegates in Concur
Oct 6, 2023 • knowledge.
A delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person.
Delegates are not policy specific – that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate. It is up to you and the individual to identify which type(s) of expense reports you should actually process.
There are two types of delegates:
- A Prepare Delegate can prepare expense reports for another individual.
- An Approve Delegate can approve expense reports on behalf of another individual. (To be an Approve Delegate, you must already have approval authority.)
Delegates are assigned for expense report processing, while travel arrangers are assigned for travel processing. Delegates and travel arrangers are not necessarily the same people. An individual can be just a delegate, just a travel arranger, or both a delegate and a travel arranger.
Adding Delegates
- Check the Can Prepare box. The Can View Receipts box will automatically appear checked as this gives your delegate the ability to view receipt images.
- If you would like your delegate to receive emails from the Concur Travel & Expense System regarding your Concur Approval tasks (such as status changes, reminder emails, etc.), also check the Receives Emails box.
- Click Save ; a message will appear confirming your delegate has been saved.
- To set a permanent Approve Delegate, check the Can Approve box.
- Or, to set a temporary Approve Delegate, check the Can Approve Temporary box and use the calendar to set the temporary approval timeframe. The Can View Receipts box will automatically appear checked as this gives your delegate the ability to view receipt images.
- If you would like your delegate to receive emails from the Concur Travel & Expense System regarding your Concur tasks (such as status changes, reminder emails, etc.), also check the Receives Approval Emails box.
Note : If you have 25 or more delegates to remove – or any number of inactive delegates – you can instead submit the Delegate Authorization (DA) form . You can also use the DA form to delete delegates by HR org number.
To remove someone from your delegate list because you no longer want him or her to act on your behalf:
- Select the appropriate individual using the checkbox to the left of the individual’s name and click Delete . You will receive a pop-up message for verification.
- To remove the delegate from your list, click OK . A message will appear confirming your delegate has been removed from your list.
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How to Request a New Travel & Entertainment Card
The article outlines the process of applying for a Travel and Entertainment Card. It provides a step-by-step guide on the application procedure, offering essential information on the required steps and documentation. This resource aims to assist individuals in efficiently navigating the application process for a Travel and Entertainment Card.
Prerequisites
- Before applying, review the Travel and Entertainment Card Blink Pages to understand what restrictions and regulations apply to the card.
- Download, complete, and sign the Travel & Entertainment Cardholder Agreement.
Essential Information
- A T&E Card request MUST include a fully completed Travel & Entertainment Cardholder Agreement form attachment.
- The request will be returned if the attached form does not include the following:
- Signature of the cardholder and the Financial Unit Approver
- Cardholder phone number and UCpath ID number
- A request for a new T&E card can be prepared by a delegate up to the point of submission but then the prospective cardholder must submit the request while logged in under their own Concur profile.
- Red alerts in a request are hard stops that provide information as to what you need to update or what you are missing. Orange alerts are informational and provide key details about policy that you should be aware of upon submission.
- Log into Concur using your Single Sign-On.
- Cards must have a UCSD address as the account address.
- In the Detailed business purpose for this request field, enter the business purpose for applying for the T&E card and then press Save
- The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review.
- On receipt and approval of the application by the Travel & Entertainment Card team, it takes approximately two weeks until the card is received at the campus address.
Supplemental Guides
- To learn how to assign users to act on your behalf, refer to article KB0031969: How to add a Request Delegate and an Expense Delegate in Concur.
- To learn how to act as a delegate for another user, refer to article KB0031975: How to act as a Delegate in Concur.
If you need any additional assistance, please submit a ticket here or call the IPPS Help Desk at (858) 534-9494.
New Visual Theme for Concur System
By Stephanie Berrier
To: Campus Unit Finance Leads, Business Managers, T&E Card Accountholders, Delegates, Travel Assistants From: Rebecca Spanos, Director, Travel and Payment Card Services
Beginning Wednesday, April 10, you will see a refreshed look and feel to the Concur system. With this update from SAP Concur, you’ll notice:
- Improved design consistency.
- Inclusive, accessible design.
- Light mode, dark mode and high contrast theme options.
The update will not change any features or functionality. It is primarily a change in the look and feel of the Concur system – for example, fonts, font sizes, icons, colors and rounded corners. The navigation menu will also be slightly modified to make it easier to find what you are looking for.
How do I change my SAP Concur visual theme settings?
To change your SAP Concur visual theme after April 10, follow these steps:
- After signing into the Concur system, select the Profile icon.
- Click the Profile Settings link.
- Under Profile Options, click System Settings.
- Under Appearance Settings, use the drop-down to select your preferred theme and click Save.
Training materials on the Travel Services Concur webpage are being updated to reflect the new visual theme. If you need any additional assistance navigating the Concur system, please contact the Concur Support Desk .
IMAGES
VIDEO
COMMENTS
To add a delegate: From the Delegates screen, click Add. In the search field that appears, type the last name of the employee you wish to add as a delegate. When the full name appears based on the search, click the employee's name. Select the checkboxes of the responsibilities you want to give to your delegate. Click Save. To delete a delegate:
The assistant/arranger is chosen by a user to assist that user with travel, profile changes, etc. An assistant/arranger can also be assigned to a user by the User Admin (or via import). NOTE: Technically, the difference between an assistant and an arranger is that - for the arranger - the Can book travel check box is enabled in Profile.
To add a delegate, click on "Profile" > "Profile Settings" > "Request Delegates" OR "Expense Delegates" (located on the left-side menu of the screen). On the Request/Expense Delegates page, click "Add". The search area will appear. Type at least the first three letters of the search criteria (employee's name, email address ...
Setting Up Delegates. If someone else will be arranging your travel and managing your expense reports, complete the following steps for Add a Travel Arranger and Add an Expense Delegate in your Concur Profile Options. In Concur, travel arrangers are also referred to as "assistants," and those who help prepare expense reports or process ...
The Travel Assistant must also be designated as the user's delegate: Reference, KB0031969: How to Add a Request Delegate and an Expense Delegate in Concur. Reference, KB0031975: How to act as a Delegate in Concur. One Travel Assistant can be named the Primary Assistant for a user:
Concur Delegates and Arranger Set Up . 4 Revised June 2021 . Delegates can create : Travel Requests: and : Expense Claims: for travelers, however they cannot : Submit: the report for the traveler. When the delegate has completed a report, they must : Notify Employee. The traveler will receive a notice that their Travel Request or Expense Claim ...
Script: The Concur system allows you to create delegates who can act on your behalf. A delegate is a user who is granted permission to act on behalf of another user to perform tasks such as creating or approving requests and expense reports. Users can be assigned as an Approval Delegate or a Personal Delegate.
This training explains how to add, edit, or remove a Request/Expense Delegate who can have visibility to your travel and expenses. If you are a P-Card holder you want to be sure to add your assigned liaison as your Delegate in Concur. Step One: Locate the Request Delegate or Expense Delegate link in the Profile Settings page. Changing information
Identifying Delegates in the Concur Travel & Expense System Adding Delegates Note: If you have 25 or more delegates to add, you can instead submit the Delegate Authorization (DA) form. To add someone to act on your behalf, whether it is as a Prepare Delegate or Approve Delegate, click Add Delegate. Search for the employee you wish to add as ...
1. From the Concur home page, select Profile then Profile Settings. 2. Select Request Delegates on the left menu. 3. You will see two tabs 'Delegates' and 'Delegate for'. On the 'Delegates' tab, select Add. 4. Use the search field to type in the name or email of the person you wish to add as a delegate. 5. A list of names/emails ...
Cw 2021 1 Assigning Delegates A delegate can perform the following: • Prepare Travel Requests and Expense Reports. • Review incoming Requests and Expense Reports for Approval. • Receive your emails from Concur. • Extract travel reports on your direct reports. If you would like the delegate to book travel via Concur on your behalf, you will also need to add them as
If you are both a delegate and a travel arranger, you can access both tabs dependent on the role you selected at the top. To end your delegate or travel arranger session, select the Acting as other user menu ... Concur Expense: Adding and Managing Itineraries and Per Diem/Meals (Travel Allowance) for Employees; CU Marketplace: Small-Dollar ...
as a delegate for Delete Reimbursees from your Profile: 1. Log into Concur under your account 2. Click the Profile bu ©on at the top right, then Profile Se «ngs 3. Under Expense Se «ngs click on Expense Delegates 4. Click the Delegate For link 5. Click the checkbox to the le L of the Reimbursee name you no longer wish to be a delegate for ...
IMPORTANT: All delegates and delegate configurations are shared between Concur Expense and Concur Request. Delegate configurations define the set of tasks (like preparing, submitting, etc.) that delegates can complete in Concur Expense and Concur Request while working on behalf of a designated user.
Approving Expense Reports. Delegating and Travel Arranging. E-mail Autonotifications. Expense Reports. Create Expense Report. Expense Report Actions. Expense Entries. Itineraries & Per Diem. Mobile Apps for SAP Concur.
A delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person. Delegates are not policy specific - that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate.
How to add a Delegate in Concur. To assign a delegate, go to https://finance.tennessee.edu/travel and click on "UT Travel" to log in to Concur. Once you are logged in, look at the top right corner of the screen for "Profile" select that and a drop down box will open with your name.
A delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person. Delegates are not policy specific - that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate.
The article outlines the process of applying for a Travel and Entertainment Card. It provides a step-by-step guide on the application procedure, offering essential information on the required steps and documentation. ... How to add a Request Delegate and an Expense Delegate in Concur. To learn how to act as a delegate for another user, refer to ...
• If desired, Travelers will need to add delegates in Firefly (if not already added for Non-Travel Expense). Be sure to select . Delegate Travel Entry. Assign a delegate • If using Blanket Travel Authorizations (BTAs) in Concur, a new BTA will need to be recreated in Firefly if travelers are expecting to submit expenses in May/June.
To: Campus Unit Finance Leads, Business Managers, T&E Card Accountholders, Delegates, Travel Assistants. From: Rebecca Spanos, Director, Travel and Payment Card Services. Beginning Wednesday, April 10, you will see a refreshed look and feel to the Concur system. With this update from SAP Concur, you'll notice: Improved design consistency.