Can an admin submit a report for an employee?

mbyrne

Is it possible for an admin to create, add expenses, and submit a report for an employee?

Sheena Trepanier

Hi @mbyrne, great question! It's possible for an admin to edit and submit a report that is already created, on an employee's behalf. However, the ability to create a new report and add expenses to it would be limited to the employee themselves.

One thing to note is that an employee can grant an admin Copilot access to their account. As a copilot, the admin has the ability to create expenses and reports on the employee's behalf. You can learn more about Copilot's here.

zhettenbaugh

Sheena, is there a way to add a co-pilot as an admin if I don't have access to the user's account and the user is unavailable?

Sheena Trepanier

Hi @zhettenbaugh - There isn't a way to do this as an admin. There may be some additional advice we can offer depending on your specific scenario.

Can you please reach out to [email protected] and let them know what you need to accomplish and why the user is unavailable.

Thanks!

dktornstrom

I think the ability to add expenses and create reports for employees ought to be a standard ability for an admin - or at least a super admin...people get fired, leave suddenly, are out sick, etc.

Sheena Trepanier

@dktornstrom - thanks for sharing! You might be interested in voting on this feature request in our Ideas category.

Thanks!