Request and Expense Delegation
If you would like to delegate your signature authority for all travel reimbursements (or travel-related expenses) within the UTravel Concur system for Level 1, Level 2, Budget Approval, and Supervisor, please follow the instructions below:
- Go to your profile settings
- Click “Expense Delegates”
- Click “Add” to search for a delegate and click on their name once found
- Select “Can Approve” and “Receives Approval Emails”
- You can make the Expense Delegate temporary if needed
Once saved, this person is now able to Act on your behalf to approve.
Note: A person is not able to submit and approve an expense report, so we recommend keeping those duties separate.
This process is illustrated in the video below:
The following form needs to be completed with UNIDs and Supervisor signature. Please complete, print, sign, and email the completed form to email@example.com
If you would like to delegate your Supervisor responsibilities to approve Cash Advances and Expense Reports within the UTravel Concur system to one or more individuals. Note: Must include both the memo and excel files in order for changes to be made.
Excel file for delegations (If you are having trouble opening this file, please right-click the link and open in new incognito window)