Delegate Previewer
You support an Approver by reviewing requests and expense reports in their approval queue
A Delegate Previewer has access to an approver’s Approval Tab and can preview requests and reports pending the action from the approver.
Acting as a Delegate Previewer
- Acting as a Delegate Video (3 min)
Request
- Approving Travel Request Video (4 min) | Tip Sheet
Reviewing/Approving Expense Reports
- Reviewing and Approving an Expense Report Video (2 min) |Tip Sheet
- Sending Back an Expense Report Video (1 min) |Tip Sheet
- Adding an Additional Review Step Video (1 min) | Tip Sheet
