Add Links to Comments in Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to add links to comments in conversations about expense entries that are under preparation.

To use Expense Entries Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To add a link to a comment in a conversation about an expense entry that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Expense Entries Under Preparation.
  3. Highlight the expense entry that is under preparation of the conversation that you want to add a comment with a link to and on the grid toolbar, click Details Sidebar .
  4. On the side toolbar of the right pane, click Expense Conversation.
  5. Enter your comment in the Type a Comment or Drag Files Here field.
  6. Click Add Links to your Comment > Add Link.
  7. In the Add New Link dialog box, enter the link title and the link that you want to add to your comment and click OK.
  8. Click Publish or Private.
    WorkBook displays the new comment at the bottom of the list of comments.