Add New Comments with Attached Files to Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to add new comments with attached files 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 new comment with attached files 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 comment with attached files 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. Enter your comment in the Type a comment or drag files here field.
6. Click Attach files to your comment > Add attachment and locate and open the file that you want to attach.
   Alternatively, drag the file that you want to attach in the Type a comment or drag files here field.
7. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.