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Thu 29 Feb 2024
12:00 - 12:20

Venue: Via MS Teams

Provided by: Finance Training


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Concur – Acting as a Delegate
New

Thu 29 Feb 2024

Description

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process
Target audience

Anybody at the university who will be acting as a delegate to prepare expense claims (out of pocket or credit card) on behalf of somebody else

Prerequisites

The user should be familiar with the basic expense claim procedures, guidance can be found on the Expenses Hub

Sessions

Number of sessions: 1

# Date Time Venue Trainer
1 Thu 29 Feb   12:00 - 12:20 12:00 - 12:20 Via MS Teams Graeme Criddle
Objectives
  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process
Aims

Briefing on how to act as a delegate to prepare expense claims on behalf on another

Format

Instructor-led taught course with system demo

Duration

20 minutes

Related courses
Theme
Expenses

Booking / availability