Expense delegates can view, prepare and submit expenses on behalf of another team member. This is the recommended setup for executives who need a PA or administrator to manage their expenses on their behalf.
You must be an Owner, Admin, or a user with the Add and remove people permission to assign an expense delegate.
To assign an expense delegate:
- Go to User management in the Weel web app
- Open the team member's profile
- Under Delegation settings, click the Expense delegate field
- Search for and select up to 3 delegates
- Click Update
Assigned delegates appear in the Expense delegate column on the User management table.
Note: Expense delegates manage expense submission for card expenses only. They are not able to submit reimbursements or other expense types and they cannot submit approvals.