Chrome River - Delegate in Chrome River

This article provides step-by-step instructions on Delegate in ChromeRiver

A Chrome River delegate can create expense reports, reconcile expenses, and request reimbursements on behalf of another user and access their Settings menu, Home Screen, and Inquiry Reports.  

The Delegate will receive copies of any email notifications regarding rejection or adjustment of reports created for the user. However, the Delegate will not be able to approve expenses that are routed to the user. More than one Delegate may be assigned, if necessary.

Step One – Assign the Delegate

  1. Click your name in the upper right corner.
  2. Click Account Settings.
  3. Click Delegate Settings.
  4. Click Add New Delegates.
  5. Start entering the user’s name, then select the correct name from the drop-down list of potential Delegates.

Step Two – The Delegate Creates the ER or Pre-Approval

  1. Click your name in the upper right corner.
  2. A list of people you are a Delegate for will appear below your name.
  3. Select the appropriate user.
  4. Create expense report or pre-approval.
  5. Submit for approval.

Step Three – Document Owner Approves the ER or Pre-Approval

  1. The document owner will be the first stop for approval in the routing process when a Delegate completes an ER.
  2. Locate the ER or Pre-Approval to approve under the approval ribbon.
  3. Click the expense report.
  4. Review the Expense Report or Pre-Approval details by clicking and reviewing information under the Overview, Summary, Items, Notes, Linked Documents, and Exceptions tabs.
  5. Click the Return or Approve button.

 NOTES: