Filter Expense Entries that are Under Preparation According to Status

Use Expense Entries Under Preparation in the Follow-Up submodule in the Tasks module to filter expense entries that are under preparation according to status.

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

To filter expense entries that are under preparation according to status:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Expense Entries Under Preparation.
  3. On the grid toolbar, select 10 - Under Preparation, 20 - For Approval, 40 - Approved, or All as appropriate.