Manage Expense Reports as a Proxy User

As a proxy user, you can create, edit, and submit expense reports on behalf of other users, if the role permits.

Note: Proxy permission is set by your system administrator for your Timesheet Group Class and functional role rights through Costpoint Time & Expense.
Attention: For more information on proxy users, see Mobile Expense Access for Proxy Users.

To manage expense reports as a proxy user:

  1. On the Expense Reports screen, tap , and tap View Others.
  2. On the Expense Reports tab, perform one of the following actions:
    • Scroll through the list of expense reports and tap an entry.
    • Tap Search Name to search for user by name, tap , and tap an entry from the list.
    • Tap Search ID to search for user by ID, tap , and tap an entry from the list.
    The expense report information is displayed on the screen.
    Note: Capturing and accessing other users' outstanding expenses is currently not supported. The Outstanding Expenses tab always displays the expense list of the logged-in user.
  3. Perform the required expense report task (for example, add, edit, or submit an expense report.)
    Attention: For more information, see Expense Report Tasks.
  4. Tap View Mine to refresh the Expense Reports screen with the list of your own expense reports.
    Note: When you tap an entry, the screen header displays My Expense Report.