Delegating and Creating Reports

How can I set someone up so that they can create reports on my behalf?

• An employee can set up a delegate(s) in the system who can then create expense reports on their behalf.
• Remember! The employee must complete this one-time setup in the system before the delegate can begin submitting reports for them (see attached pdf).
• Review the training information for this topic on the Delegating Expense Reports page.

How can I create a report for another employee?

• Remember! First, the employee must set you up in MyExpenses as his/her delegate.
• Once you have been set up as a delegate, you can then create expense reports on behalf of that employee by following the steps in the attached pdf.
• Note: you must switch to that person’s name in the system before beginning the report. That is the only way to link the report to the employee and ensure payment is made to the correct person.  If you do not switch to that person’s name in the system, any report you are creating will be made out to you rather than the employee. Writing the employee’s name in one of the free fields (i.e. report name, address, notes, comments) will not link the report to the employee.
• If the employee uses receipt@chromefile.com to email receipts to their egallery, you must switch to their name in the system before you can see/use those receipts. If you email receipts to receipt@chromefile.com, the receipts will be loaded to your egallery and you will only be able to use them on your own expense reports.
• Review the training information for this topic Creating Expense Reports for Another Employee page.

 

PCPS strongly encourages you to review the MyExpenses training information (videos, pdfs, and FAQ’s), which can be found MyExpenses Articles page. 

 If you have any questions about MyExpenses, please contact pcps@mail.wvu.edu.