Add Your Expense Entry

Depending on your role in WorkBook, you can add your personal expense entries in Time & Expense.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in Employee Cross-Company under Settings.

To add your personal expense entry:

1. On the main toolbar, click Time & Expense.
2. Navigate to Time & Expense > Expense.
3. Click Add Expense Entry on the grid toolbar.
   WorkBook displays the Personal Expense Entry page at the right side, showing the Details tab by default. The fields that WorkBook displays on this page vary, depending on the expense type that you select.

   • If a job, task, or activity requires an expense justification, enter the start and end dates of the expense and the justification information. If you try to submit a personal expense for which justification is required without entering this information, the expense entry is rejected. Any expense entry for which this information is required, and for which approval is required, is also rejected.
   • To upload a receipt click the Receipt tab, drag and drop a file onto the pane, or browse to the file on your computer.
   • To add an approver, click the Approvers tab, then click Add Approver on the tab toolbar.
   • To start a conversation about the expense entry, click the Expense Conversation tab.