Approving Transactions as a Delegate Approver

As a Delegate Approver, you have the ability to approve transactions on behalf of others at your company. This allows others to leave the office for any period of time without delaying time-sensitive transactions that need approval.

This article will show you, a Delegate Approver, how to approve transactions for others.

Step 1: On your Certify AP Dashboard, click a purchase item you'd like to approve.

Step 2: This is your Approval Inbox. To view the Approval Inbox of an approver for whom you are a delegate, click the arrow icon next to your username to display a dropdown menu, and select the approver's name.

Transactions sent by employees to the other approver for approval now appear in your Approval Inbox.