Acting as a Delegate

To act as a delegate for a user, you need to switch to the delegate’s view. The Delegate’s View in Zoho Expense refers to what the person to whom tasks are delegated can see in the the person who delegates account. Once you’ve been added as a delegate, you can switch from your view to the delegate’s view and perform actions on behalf of your delegator.

Once you follow the steps below for toggling to another users account, you will process everything exactly the same as you would for your own expense report.