Once assigned, a delegate can view and complete expenses via:
- Dashboard > Incomplete expenses > Delegates tab – to action outstanding expenses for delegated team members
- Transactions table – use the Person filter to view a specific team member's transactions
Delegates can also use Receipt capture and match to forward and match receipts on a team member's behalf.
Note: If enabled, card blocking still applies if a delegate is late to complete an expense. To prevent an executive's card from being blocked, exclude them in Settings > Card blocking. See How do I enable Card Blocking? for more details.