Vacation Delegate

Vacation delegate lets you assign a delegate to approve reports on your behalf when you go away for vacation or personal leave. After your delegate approves, the report will follow the same workflow it would have had you approved the report.

To set a delegate yourself, go to Personal Settings > Account > scroll down to Vacation Delegate > Set Delegate.

Domain Admins also can set delegates for any employee in the domain by going to Admin > Domain Control > [select domain] > Domain Members > Settings > Set.

Once you’re back at work, click on the hyperlink in the banner on your account and all reports submitted to you from that point forward will go to you for approval (instead of your vacation delegate). 

When a vacation delegate approves reports in your place, this will be reflected in report history and comments

Note: If the vacation delegate is not a member of all of the policies of the individual going on vacation, there will be a popup highlighting this. If the individual setting the delegate is a policy admin on those policies, they'll have the option to click a button to invite the delegate. 

Learn about other Expensify User Roles!

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