Recently, Accounts Payable has seen an increase in the number of employees that are receiving deposits to their personal accounts when they are submitting a reimbursement on behalf of another employee. When this happens Accounts Payable must work with the bank to reverse the payment, which is not always successful. When this option is unsuccessful, the employee is then responsible for refunding the money back to the Bursar’s office.
When submitting a reimbursement report (RE) in Concur on behalf of another employee, please be sure that you are in the employee’s profile that the payment needs to be reimbursed to. This will require that you are an expense delegate in Concur for that employee. Please see the Concur – Creating a Concur Delegate QRG for instructions.
If you are already a delegate for that employee, please follow the following steps:
1. From the Concur home screen, select Profile in the upper right corner
2. Select the radio button next to Act on behalf of another user
3. Type the user’s name into the free text field, and select the employee from the drop down