Use the Expense Entries under Preparation submodule to get deep links to conversations about expense entries that are under preparation.
To use Expense Entries Under Preparation, you must have access to
Tasks as defined in User Access Rights under
Settings.
To get the deep link to a conversation about an expense entry that is under preparation:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks page, click
.
-
Highlight the expense entry that is under preparation of the conversation that you want to get the deep link to
and on the grid toolbar, click
Details Sidebar
.
-
On the side toolbar of the right pane, click
Expense Conversation.
-
Click
Show the Conversation Options
and select
Get Deep Link to Conversation.
-
In the Conversation Deep Link dialog box, click
Copy Link to Clipboard.
Note: Only users who have access to WorkBook can open the link.