Version: Business Enterprise Advanced
Platform: Web Android IOS
Role: User Manager Accountant Administrator
When a manager or accountant is absent, you may need to release pending reports to avoid penalizing users.
There are several options, depending on your needs.
1) The ‘See manager view’ option
As an administrator, you can take control of expense reports awaiting validation by a manager or accountant. To do this, go to the tab where the report is located (‘Approval’, ‘Verification’ or ‘Accounting’) then select the ‘See manager view’ option and click on ‘Search’:
You will see the expense reports awaiting validation by your manager/accountant. You can validate them directly or transfer them to another manager.
To transfer these expense report to a substitute validator, move your mouse over it: 
2) Delegation of access:
If the manager/accountant is absent for a long period, it may be necessary to delegate their access. In this case, we recommend that you follow the procedure detailed in the following article: How do I share access of an account to an employee ?
Please note: delegating access does not transfer expense reports to the replacing employee, it simply allows them to take control of the absent employee's account and validate it for them (from a window in their homepage, as shown below).
3) Changing the workflow:
If the manager or accountant has left permanently or is absent for an indefinite period, the validation workflow may need to be modified.
If the validation workflow does not point to the employee's name, but to their role (e.g. accounting department / Direct manager (N+1)), then you need to change the direct manager in the user's file.
When you make this change, the software will allow you to change the manager of all users with this manager en masse.
For more details and any questions,
Feel free to contact our support team: