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.
To manage expense reports as a proxy user:
-
On the Expense Reports screen, tap
, and tap
View Others.
-
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.
-
Perform the required expense report task (for example, add, edit, or submit an expense report.)
-
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.