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Guide

Set a delegate while someone is on leave

Approver out of office or on vacation? Add their leave and pick a delegate so approvals keep moving. Without one, approvals go to their manager.

For Owners and AdminsAbout 2 minutesReviewed September 29, 2026

Approvals shouldn’t stop because someone is out of office or on vacation. Add their leave, pick a delegate, and RevoSpend sends their approvals to the delegate for exactly those dates.

Before you start

Owners and admins set leave for anyone on the team.

  1. Open the person

    Go to Settings → Team → People and open the person who will be away.

  2. Add leave

    Under Leave and delegate, click Add leave.

  3. Choose dates and a delegate

    Set the start and end dates and choose a Delegate. Save.

Approvals keep moving

While the leave is on, expenses that would go to them go to their delegate. The leave lifts by itself when it ends.

Without a delegate

If you choose No delegate, their approvals move up to their manager for those dates.

Delegation covers approvals only. The delegate doesn’t get the person’s other access.

Troubleshooting

“Someone cannot be their own delegate.” Pick someone else.

The leave dates can’t be changed. On days that have passed, approvals already went to the delegate. You can extend or shorten the leave, but the days already used stay as they were.

Next steps

Approvals and policiesSet up and change your approval routeApprovals and policiesApprove, reject or request a correction
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