Make sure you have activated the acting-as functionality before continuing. To get instructions on this topic, refer to the section: c. Activating Acting as.
Once you have the acting-as feature active, the steps to Create a Report from an Expense and to Add an Expense to an existing Report are the same as shown in section ii. Add expenses to a new report, and iii. Add expenses to an existing report.
The main difference is that on your screen, there will be a label with the name of the Delegate you chose when activating the Acting-as feature, besides you will be able to see the expenses and reports that belong to that Delegate. The following images point out how a chosen Delegate shows.
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In addition, you will be able to see the expenses and reports that belong to that Delegate.
