Managing expenses and keeping track of receipts can be a time-consuming process, especially for those with busy schedules. To streamline this task, Spendesk offers a Delegate Receipt Submission feature, allowing you to empower someone you trust (such as an Executive Assistant) to handle receipt submissions on your behalf.
How to Set Up Delegate Receipt Submission
Getting started is simple:
Go to Your Profile:
Navigate to your profile and open the Roles and Permissions tab.Delegate Expense Management:
In this section, you can:View your current delegates,
See for whom you are acting as a delegate,
Add or remove people from your delegates list.
Note: whenever you add someone as a delegate, they’ll automatically receive an email notification letting them know they have been given access.
How Delegates can Submit Receipts
Once set up, your delegate can act on your behalf in two main ways:
Expense Claims:
If you have an expense claim, you can simply pass the receipts to your delegate. They will submit the claim for you, ensuring the reimbursement goes directly into your (the delegator's) account. Importantly, your usual approval workflow will still apply, maintaining company compliance.Card Payments:
When you use a Spendesk card for payments, your delegate can link receipts to your card transactions. This means less chasing for receipts and fewer compliance headaches.
Additional information:
Both 1 and 2 are available on web and mobile.
Every time a delegate submits a receipt on your behalf, it is clearly recorded in the payment history. This ensures full transparency and traceability for all transactions.
Delegate Receipt Submission is only available for card payments and expense claims. It does not apply to Mileage or Per Diem claims.