Release Notes: October 20, 2017


Delegate User Access to 'Other Actions' Menu

When a Delegate User is acting on behalf of another user to approve expense reports, the Delegate User can now access the Authority Manager or Executive's full Other Actions menu. For this access:

  • The Allow Approvers to edit expenses while approving expense reports checkbox must be selected by the company on the View and Edit Policy page. 
  • The Authority Account user has marked the Approve reports on your behalf checkbox when establishing the Delegate user.


Create New Users Required Fields

The Create New Users page has been modified. Bold and required fields include the following: 

  • Email
  • First Name
  • Last Name
  • Role
  • Department

Approver Email may also be required if a company uses Locked Approval Workflow.


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  • Avatar
    Christopher Pless

    There should be an option on the approver to "find" the approver as there is when editing the user's profile as an admin.

  • Avatar
    Jillian McLeod-Tardiff

    Hello Christopher,
    Thank you for your feedback. I'll be happy to pass this along and will reach out directly.
    -Certify Support