How to Submit an Expense Claim on Behalf of Another Employee

Overview

If your administrator has granted you the Claim for others permission, you can submit expense claims on behalf of another employee. The claim will appear under the employee's account and follow their approval workflow.

Steps

1. Go to Expense > Claims > Expenses > Single Claim
2. At the top of the claim form, look for the 'Submit on Behalf' of field
3. Search for and select the employee you are submitting for
4. Complete the claim form as normal (receipt, category, amount, date, report)
5. Click Save or Save & Submit

The submitted claim will appear in the selected employee's expense history and will be routed to their designated approver.