Defining/Setting Up Delegated Salestrip User -
After Login as System Admin
Select Setup -> Quick Find Box (Enter Users) -> Select Users -> Under User, Select User (e.g., William Edmondson) for whom “Salestrip Delegated User” need to be defined
Click on Edit button
Select User whom we need to select as Salestrip Delegated User (EA- e.g., Harsh Gopal) for User (e.g., William Edmondson) and save it.
Creating Expense as Salestrip Delegated User –
Login as Salestrip Delegated User (e.g., Harsh Gopal) and Create an Expense
After Login as Salestrip Delegated User (e.g., Harsh Gopal)
Select Expense -> Select New button
User will get the below Screen
User can either “Scan Receipt” and create an Expense or Click on “Manual Expense Capture” and create an Expense.
Click on “Manual Expense Capture”
User will get the below screen with the option to Select a user (e.g., William Edmondson) for whom e.g., Harsh Gopal is assigned as Salestrip Delegated User.
Select a user (e.g., William Edmondson)
Click on Confirm button
User will get the below screen and will be able to create any Expense Type based on their business requirement.
Example - Select Expense Type as Per Diem – Meals and Incidentals
User will get the below screen, enter all the required detail, and click on Submit button.
Expense will get created and for this created Expense, Owner is shown as William Edmondson and Created by Harsh Gopal.
So, it's clear that Salestrip Delegated User created expense for the William Edmondson.
