Add Reminders to Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to add a reminder 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 reminder 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 reminder 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 reminder.
6. In the Add Reminder dialog box, select the Activate on task closure check box and identify the task whose closure will trigger the reminder.
   Alternatively, set a date and time for the reminder.
7. Enter your Reminder text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.