Tips:

Proxy Access for Employee Expense Reports

Step 1: Add your self as proxy for another employee

Navigation: NUPortal > Financial > Payments > Expense Reports > Set up Proxy Access to Enter Expenses for Someone Else

Graphic of Authorize expense users search page

  1. Next to Search by, click the drop-down menu and select Last Name, or Name (last name, first).
  2. Next to begins with, enter the employee's name you wish to be proxy for.
  3. Click Search.
  4. If you've entered a common name, you'll have to select the employee's Last Name from the list of results.
    •   If you are unsure of whom to select, ask the employee what their ID number or address is.
    •   If your search result is only one employee, you will not have to select them; you will automatically go to the next screen.

Graphic of Authorize expense users add page

To add yourself as a proxy for this person, you need to first insert a new row under that persons name.

  1. Click + (plus) to insert a new row.
  2. Enter your NetID in all CAPS on the new row.
  3. Click Save.

Graphic of Save Confirmation message

  1. Click OK to the confirmation message.

Graphic of Authorize expense users add page

Step 2: Create an expense report as proxy for another employee

Navigation: NUPortal > Financial > Payments > Expense Reports > Create a new Expense Report

1. Click the magnifying glass to lookup the list of employees you are proxy for.
Graphic of Add a new expense report page

A pop-up window opens.

2. Select the Employee ID of the person you wish to enter for.
Graphic of Look Up Empl ID page
That Empl ID replaces yours (on the main screen).

Graphic of Add a new expense report page

3. Click Add.

A new Expense Report will appear for the selected employee.