2024 Adding delegate in concur harvard

Adding delegate in concur harvard

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August undefined, 2024

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 … Web24 Hour Concur User Support: 617-495-8500, option 6 or 866‐793‐4040 Harvard User Support: [email protected] or 617‐495‐8500, op on 2 Verify Reimbursees you …

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WebA 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. … 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) craigslist grand jct colorado

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WebEnter the name of your Delegate into the Search Box 5. DelegateSelect your from the list of names 6. Click Add to confirm your selection 7. Next to your Delegate’s name, select the … 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 WebAug 12, 2024 · On the left side of the Profile settings page, there will be a section labeled Travel Settings. Have them click Assistants/Arrangers. 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, they need to click the Can book travel for me ... diy fiberglass boat hull

How does someone assign me as a travel delegate? - SAP Concur

Employee Reimbursements for Travel and Other ... - Harvard …

WebIdentifying 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 … 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) craigslist grand junction colorado rvsWeb1414 Massachusetts Avenue, 4th floor Cambridge, MA 02138 Phone: 617-495-1525 Fax: 617-496-5838 [email protected] diy fiberglass boat

"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 ... " - Adding delegate in concur harvard

Adding delegate in concur harvard

Concur Resources FAS Administrative Operations - Harvard University

WebConcur is Harvard's electronic Travel & Expense Reimbursement System, used for out of pocket reimbursements, and pcard, corporate card, and department card charges. Some … WebNov 14, 2024 · To add a Delegate From the profile settings page, select Request Delegates on the left menu. You will see two tabs: Delegates and Delegate For. On the Delegates …

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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 … WebCw 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 …

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, … WebJul 14, 2024 · Log in to their SAP Concur account 2. When logged in, click Profile 3. Select Profile Settings 4. On the left side of the screen under Expense Settings, click Expense …

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. 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 …

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

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 … diy fiberglass inground poolWebFor 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 … diy fiberglass boat buildingWebApr 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 diy fiberglass boat repair guideWebTo 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. diy fiberglass inductionWebAll 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. diy fiber art wall hangingsWebDec 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. diy fiberglass inground pool kitsWebJul 18, 2024 · 1. Sign in to SAP Concur 2. Click Profile>Profile Settings 3. Under the Expense Settings section, click Expense Delegates 4. On the Delegate screen, click Add 5. Enter the last name of the person in the search field 6. When the person's full name appears, select them from the search field 7. diy fiberglass car body