Delegate Preparer

You prepare requests and expense reports for other travelers

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A Delegate Preparer has access to a traveler’s Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.  

Acting as a Delegate Preparer  

• Acting as a Delegate Video (3 min) 

Creating Expense Reports  

• Creating a new Expense Report from an Approved Request Video (1 min) | Tip Sheet
• Creating a New Expense Report Video (2 min) | Tip Sheet 
• Adding an Out-of-Pocket Expense to an Expense Report Video (2 min) | Tip Sheet 
• Adding Card Transactions to an Expense Report Video (2 min) | Tip Sheet 

• Itemizing Nightly Lodging Expenses Video (3 min) | Tip Sheet 

• Allocating Expenses Video (2 min) | Tip Sheet 
• Working with Available Receipts Video (4 min) | Tip Sheet 
• Adding Attendees to a Business Expense Video (2 min) | Tip Sheet 
• Entering Personal Car Mileage Video (2 min) | Tip Sheet 

• Converting Foreign Currency Transactions Video (1 min) | Tip Sheet 
• Correcting and Resubmitting an Expense Report  Video (2 min) | Tip Sheet 
• Deleting an Expense Report Video (1 min) | Tip Sheet 

See Travel Arranger for Booking and Managing Trips