Edit Details of Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to edit the details of expense entries that are under preparation.

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

To edit the detail of an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
3. Highlight the expense entry that is under preparation whose details you want to edit and on the grid toolbar, click Details sidebar .
4. On the side toolbar of the right pane, click Details.
5. Use the different drop-down lists and fields to make the necessary edits.