T&E delegates are users who can act on behalf of other users with respect to Expenses and Travel.
These users have the following capabilities in the Mesh platfrom:
1. Submit expenses.
1.1 Single (one by one):
Note: Select the expense owner and follow the same steps of expense submission. If T&E delegates want to submit their own expenses, they must select their name from the dropdown list.
1.2 Multiple expenses.
2. Access expenses (existing and incomplete).
2.1 View and Add data (e.g., Receipts, budgets, Spend Categories, Memo etc.).
2.2 Cancel, Edit and Resubmit declined expenses.
3. Cards:
3.1 Request new cards
3.2 Export reports
4. Transactions:
4.1 Access
4.2 Add data (e.g., Receipts, budgets, Spend Categories, Memo etc.).
4.3 Export reports
5. Trips:
5.1 Request new trips.
5.2 Cancel trips.
5.3 Add trip related expenses.
5.4 Close trips.
5.5 View trip request form.
5.6 Add travel documents.
5.7 Export reports
Notes:
- Power users (i.e., Admin or Pro profile) can do the same things (and more) as they have they have T&E permissions .
- Power users can grant the T&E Delegate permission to other users (refer to bullet # 11).
- It also possible to grant Delegate Permissions to a Personal Assistant (PA). This option is different from a T&E Delegate as a PA acts on behalf specific users and not ALL.
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