Summer is vacation time – and a proper break means leaving work behind. To ensure smooth operations while you’re away, setting a delegate is a quick and essential step.
What Is Delegation?
If you’re on vacation or temporarily unavailable, you can assign a delegate to handle invoice approvals on your behalf. This can be done easily via the “I & other users” menu. Your delegate will be able to approve:
- Invoices already waiting for your confirmation.
- New invoices arriving during the delegation period.
And the best part – invoices appear on both your desks, so nothing is missed.
Example:
Susan goes on holiday and assigns Jackas his delegate. Any new invoices that would have gone to Susan will now be sent to Jack.
How to Assign a Delegate
- Open the “I & other users” menu from the setting
- Activate delegation by ticking the checkbox.
- Set the period and choose your delegate from the list.
✅Done! Your invoices are now in safe hands.
Take a moment to assign your delegate before your vacation. This way, you can enjoy your time off while ensuring your workflows keep moving smoothly.
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