The deputy functionality is available for all users. Every user can indicate a deputy for the following roles, allowing someone else to fulfill that role on their behalf:
- Deputy reporter: submit expenses.
- Deputy approver: approve expenses. (Note: the deputy cannot approve his or her own expense reports submitted for approval, nor the ones submitted on behalf of someone else.)
- Deputy user: combination of deputy reporter and deputy approver.
- Deputy controller: controller rights.
- Deputy administrator: admin rights.
Via the ERP synchronization files, one deputy reporter and one deputy approver per user can be set up automatically. Alternatively, a user can designate a deputy for a given time (such as during a holiday or other planned absence). Approvers can delegate approval on their behalf which is useful when the approver takes planned holiday. However, when unplanned absence occurs, the system administrator can reroute pending approvals as well as assign a delegate on behalf of the approver, for example in the case of organizational changes. The deputy functionality is also available on SpendCatcher.
Should you wish to know how to activate the deputy function, please look at the following articles
How to Set a Deputy Approver or Deputy Reporter