Mark Mileage Entry or Personal Expense Conversations as Favorite
Use the Mileage Entry Approval or Personal Expense Approval submodule to mark mileage entry or personal expense conversations as favorite.
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 mark a mileage entry or personal expense conversation as favorite:
-
On the main toolbar, click
Tasks
.
-
Take one of the following actions:
- In the left pane of the Tasks page, click .
- In the left pane of the Tasks page, click .
-
Highlight the entry or expense of the conversation that you want to mark as favorite, and on the grid toolbar, click
Open entry card
or
Details sidebar
.
- On the side toolbar of the right pane, click Conversation or Expense conversation.
-
Click
Show the conversation options
and select
Favorite.
-
If you want to unfavorite the conversation, click
Show the conversation options
again and select
Unfavorite.
Parent Topic: Conversation Tab