Tips from a Financial Services Insider: Setting up Proxys in Travel and Expense Reimbursement (2 of 2)
My name is Douglas Saunders (Financial Systems Support Specialist). As part of my job, I answer questions about approvals in the Travel and Expense system. I often receive questions about approving claims in the Travel and Expense system.
This tip outlines what do if you are an approver who will be away from the office.
Who can/ should set up a Proxy?
Approvers of Travel and Expense claims.
When you away from the office, you should set up a proxy to action your approvals while you are away. This ensures that Travel and Expense claims awaiting your approval get actioned while you away (i.e. people are not out of pocket for eligible expenses longer than they have to be).
Why?
If you are away for an extended period (e.g. on vacation for a week), claims will not get paid while they await your review. Setting up a proxy ensures that someone can action the claim.
How?
Watch the ‘What to do if you will be away from the office’ video for step by step instructions.