Submitting Reimbursements in Concur on Behalf of Another Employee

Accounts Payable continues to see an increase of tickets from employees asking to reverse the payment made to their bank accounts because the payment was intended to go to an employee which they are a delegate for. When this happens it creates additional work for not only the Concur user who must resubmit the report under the correct Concur profile, but also several offices within the Finance department. Accounts Payable and General Accounting must work together with the bank to reverse the payment, which is not always successful. Then monitor the entries within our accounting systems to ensure that the payment and invoice are cancelled appropriately. When this option is unsuccessful, the employee is then responsible for refunding the money back to the Bursar’s office.

When submitting a reimbursement report (RE) in Concur on behalf of another employee, please be sure that you are in the employee’s profile that the payment needs to be reimbursed to. This will require that you are an expense delegate in Concur for that employee. Please see the Concur – Creating a Concur Delegate QRG for instructions.

If you are already a delegate for that employee, please follow the following steps:

1.            From the Concur home screen, select Profile in the upper right corner

2.            Select the radio button next to Act on behalf of another user

3.            Type the user’s name into the free text field, and select the employee from the drop down

If you have Concur users within your department that create reports on behalf of other employees, but do not receive Business Matters, please share this information with them.