Adding delegate in concur harvard

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August undefined, 2024

WebHow to set up Delegates in Concur Concur Approver User Guide Concur Receipts User Guide Additional Pay for Out of Pocket and Corporate Expenses in Aurora Additional Pay for Miscellaneous Expenses in Aurora Concur Support Harvard User Support: … The HarvardKey system, and the systems, data, and other resources that require … Keep Harvard Healthy: Up-to-date University information FAS Return to … WebDelegates can “pull back” a report by selecting “Mark as Not Complete” if the report has not been “Submitted” by the employee Revised 3.18.22 . Expense Details and receipt available in One View . NEW CONCUR USER INTERFACE . OVERVIEW . Harvard will be transitioning to a new Concur User Interface

oncur: Guide for Reimbursee with a Delegate - Harvard …

Web1. Go into Profile settings, select Expense Delegates and check the boxes for Can Preview for Approver, Can Approve or Can Approve Temporary (if applicable), and Receives … Web1. Log into Concur using your Single Sign-On, see the How to Log Into Concur KBA for more guidance on this procedure 2. Select the Profile Icon on the upper right of page 3. Select Profile Settings 4. In the left task pane, in Request Settings, select Request Delegates 5. In the Delegates tab, select Add 6. i hope the funeral goes well messages

- How to Act as a Delegate in Concur - Budget & Finance

WebHow to Add a Request Delegate and an Expense Delegate in Concur Overview All NEW Faculty and staff must add authorized individuals as delegates to prepare Concur Requests or Expense Reports on their behalf. Delegates are typically the employees Supervisor/Department Head, or a staff member who work will be assigned to. WebSetting up the Concur Mobile App ConcurApp 3. Under Other Settings, click Mobile Registration The Concur App syncs with the website to upload receipt photos. 4. Enter your Harvard e-mail address and you will be sent a To download the app, access your mobile app store and search link to download theConcur Mobile App for Concur. 5. Loginto the ... WebFAQS and Other Training Materials: travel.harvard.edu/concur 24 Hour oncur User Support: 866-793-4040 Harvard User Support: [email protected] or 617-495-7760, option 1 Mobile App Receipts ... delegate and reimbursee must first be verified with oncur. 1. reate an email (with the receipt in the body of the email, or as an attachment) i hope the holidays went well

Adding delegate in concur harvard

How Do I Add/Remove an Expense Delegate in SAP Concur?

WebDec 3, 2024 · between Concur Expense and Concur Request. Delegate configurations define the set of tasks (like preparing, submitting, etc.) that delegates can complete in Concur Expense and Concur Request while working on behalf of a designated user. • In Concur Expense, these tasks apply to expense reports and cash advance requests. WebApr 25, 2016 · and maintaining your delegates are controlled within your Concur Profile. To assign a delegate: 1. Click the Profile button at the top right of the window. 2. Click …

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WebConcur only allows one COA approver per Tub/Org. combination Tub Org Add Remove If you are adding or removing more than 4 Tub/Org. combinations, please submit an Excel spreadsheet containing the combinations and note if they are being added or removed along with this form. User (Not automatically fed into Concur) WebApr 4, 2024 · Assign Delegates in Concur . 1. To assign a delegate to your user profile, click Profile, and then click Profile Settings. 2. Click Expense Delegates . 3. To assign a new delegate, from the Delegates tab, click Add

WebOn the Profile Options page, select Expense Delegates, either under Profile Options or Expense Settings. Select the Add button. Search for a delegate using the person’s name or NetID. Select the name of the person from the list that appears. Check all of the appropriate boxes to give them permissions. Select Save. Next: Add your credit cards WebApr 13, 2024 · Here the employee can add, edit, or remove a delegate using options in the Invoice Delegates or Purchase Request Delegates windows. NOTE: ... Once an employee has been assigned as a delegate in Concur Invoice, they can immediately begin working on behalf of the employee.

WebAll receipts $75 and above must be uploaded to the expense report in Concur. Log in to Concur at travel.harvard.edu/concur. Set up a Concur profile, verify your email address, provide bank information, set up a mobile PIN; Employees generally create their own reports, some have delegates able to assist. WebFor additional job aides, references and FAQs, please visit: travel.harvard.edu/concur. Harvard User Support: [email protected] or 617-495-7760, option 1 24 Hour oncur User Support: 866-793-4040 FAS Administrative Operations 1.0 hecking Status of an Expense Report After a Delegate creates a report for a Reimbursee, Concur will send …

WebAug 12, 2024 · In the Assistants/Arrangers section they click Add an Assistant. They will search for your last name in the little window that appears. After selecting your name, …

WebIn Concur, delegates are able to perform a number of tasks on behalf of another user, including modifying proﬁle se «ngs and crea ng expense reports. FAQS and Other … is there a charge for texting out of countryWebTo Act as a Delegate for Another User, take the following steps: 1. From anywhere in Concur, in the upper right, select the Profile icon 2. If you are a Delegate for another user, you will see a box stating Acting as other user 3. Click on the box and select the user you will be acting on behalf of. 4. is there a charge for the blackwall tunnelWeb1. Log into Concur using your Single Sign-On, see the How to Log Into Concur KBA for more guidance on this procedure 2. Select the Profile Icon on the upper right of page 3. … is there a charge for skypeWeb1414 Massachusetts Avenue, 4th floor Cambridge, MA 02138 Phone: 617-495-1525 Fax: 617-496-5838 [email protected] is there a charge for skype callsWebCw 2024 1 Assigning Delegates A delegate can perform the following: • Prepare Travel Requests and Expense Reports. • Review incoming Requests and Expense Reports for Approval. • Receive your emails from Concur. • Extract travel reports on your direct reports. If you would like the delegate to book travel via Concur on your behalf, you will also … is there a charge for samsung payWebIdentifying Delegates in the Concur Travel & Expense System . Adding Delegates . Note: If you have 25 or more delegates to add, you can instead submit the . Delegate Authorization (DA) form. You can also use the DA form to identify delegates by HR org number. To add someone to act on your behalf, whether it is as a Prepare Delegate or … i hope the meeting went wellWebA delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person. Delegates are not policy specific – that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate. … is there a charge for tik tok