My Profile

My Profile allows you to edit various tasks and actions to better suit your expense report functionality, view various rules and policies that directly and indirectly affect your expense reporting, and change your password.

Actions

From any page click the My Profile link in the upper right corner.
Select the desired link from the Actions list:

View My Profile: Allows you to view your profile.

Edit My Profile: Allows you to edit your profile.*First Name, Last Name and Email will not display and cannot be edited for Flex log in only clients

Change My Password: Allows you to change your password. Passwords are required to be at least 8 characters with at least one number AND one letter. *ExpenseWire passwords will not be an option for Flex log in only clients. Passwords will be managed in Flex.

View/Add Credit Card: Allows you to create and modify credit card accounts.

Assign My Delegate Users: Allows you to select another user or users to act on your behalf.

This will not allow you to submit and authorize expense reports; the system permits only one or the other.

View Expense Policies: Allows you to view the current expense policy set by the Administrator.

User Information: All contact data and attributes are displayed.

Online Bank Accounts: Allows you to view, add, delete, or modify your online bank accounts. These accounts are viewable to you only (not Administrator) and can be used to set up direct deposit, pay expense reports (if you are an authorized Payer), pull expense line items, and more.

My Personal Payment Types for Delegates: This section allows you to set up what payment types (e.g., credit card or online bank account) your delegate can access and authorize payment from.

The delegate is not permitted to submit and authorize expense reports; the system permits only one or the other.

My Approval Level Tree: This section allows you to view your approval tree. This option is set up by the Site Administrator.

Rules Applying to My Expenses: This section allows you to view the current rules that are applied to you or group you are in.

User ID and Keys: At the lower portion of the screen, you can find their user ID, company ID, Host information, and Authentication Code.

In many instances, a pop-up window opens; if pop-up blocker is enabled, press and hold the control key while conducting this action.