Add Users to Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to add users to mileage entry or personal expense conversations.

To use Mileage Entry Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To use Personal Expense Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To add a user to a mileage entry or personal expense conversation:

1. On the main toolbar, click Tasks .
2. Take one of the following actions:
   • In the left pane of the Tasks screen, click Approval > Mileage Entry Approval.
   • In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
3. Highlight the entry or expense of the conversation that you want to add a user to and on the grid toolbar, click Open entry card or Details sidebar .
4. On the side toolbar of the right pane, click Conversation or the Expense conversation.
5. Click Show the conversation options and select Add user to conversation.
   Alternatively, under the Type a comment or drag files here field, click Add users to the conversation .
6. In the Add Users dialog box, you can either select a resource from the Users drop-down list or enter the user's email address in the Email field.
   WorkBook displays the added user as a new user at the bottom of the dialog box.
7. Click Confirm.