Troubleshooting: Creating an Expense and the OBO User's Name is not Populating

  • Updated

Users with the On Behalf Of Expenses (OBO) role can initiate and submit expense claims, on behalf of another user within their specific Organization Unit. 

At times, a submitter may not see the OBO user's name in the On Behalf Of field when creating an expense claim. Follow the steps below to identify and resolve the issue.

The instructions below will assist Community Administrators with identifying what may be causing the issue and resolve. 

 

Step 1: Confirm the submitter has the On Behalf Of Expenses (OBO) role.

  • Go to the Administrator module.
  • Select Users.
  • In the User Name field, insert the submitter's name.
  • Click the magnify (Search) icon and click Edit.
  • In the Roles field, confirm the user has the On Behalf Of Expenses (OBO) role.
  • Resolution: If the submitter does not have the On Behalf Of Expenses (OBO) role. Please add the role > and select Save.

 

Step 2: Check the Organization Units designated within the submitter's user profile.

  • Go to the Administrator module.
  • Select Users.
  • In the User Name field, insert the submitter's name.
  • Click the magnify (Search) icon and click Edit.
  • Document or take a screenshot of the organization unit(s) names listed, in the Organization Unit field.

 

Step 3: Check the Organization Units designated within the OBO user's profile.

  • Go to the Administrator module.
  • Select Users.
  • In the User Name field, insert the OBO user's name.
  • Click the magnify (Search) icon and click Edit.
  • Compare the organization unit(s) names listed, against to submitter's organization units.
  • Resolution: If the OBO user does not share the same organization unit, as the submitter. We recommend adding the desired organization unit to the OBO user's profile > select Save.

 

Step 4: Ask the submitter to try creating the expense claim, again.