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:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks page, click
.
-
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
.
-
On the side toolbar of the right pane, click
Expense Conversation.
-
Enter your comment in the
Type a Comment or Drag Files Here field.
-
Click
.
-
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.
-
Click
Publish or
Private.
WorkBook displays the new comment at the bottom of the list of comments.