In Abacus, Delegates have visibility into their own expenses and those of individuals for whom they are a Delegate.
Once a member has been assigned as a Delegate, a new tab appears in the sidebar when they log into their account. This allows members to switch between their own account and their Delegate account, where they can view the corporate cards of individuals to whom they are assigned.
To view transactions, members toggle to the Delegate view. Next, Members click Cards, and navigate to the Pending Submission tab.
- Delegates can also toggle between Submitted and Completed transactions.
To submit an expense, click the Submit button under the Action column:
Please Note: Delegates can only submit corporate card expenses for their user(s), not reimbursable expenses. From a security and safety standpoint, Abacus pays reimbursable expenses directly to the user. If the Delegate submits reimbursable expenses for their users, they will not have access to verify the banking information or other personal data.
Delegates can either submit an expense directly or click on the Three-Dot icon to edit the transaction.
This will pop open the regular expense submission window. Delegates can choose from the receipts bin of the cardholder by clicking the Browse Gallery button.
Admins with Delegate Permissions
If you are already an admin, nothing changes if you are assigned as a delegate. As an admin, you always have the option to expense on behalf of others right from the Team Cards page. Open the Transactions page in your Admin sidebar to submit transactions for others.
Managers with Delegate Permissions
If you are a Manager, the Delegate tab will not appear. However, you will still have the "Delegate Transactions" section to submit corporate card expenses for your member(s).