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:

  1. On the main toolbar, click Tasks .
  2. Take one of the following actions:
    • In the left pane of the Tasks page, click Approval > Mileage Entry Approval.
    • In the left pane of the Tasks page, click Approval > Personal Expense Approval.
  3. 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 .
  4. On the side toolbar of the right pane, click Conversation or Expense conversation.
  5. Click Show the conversation options and select Favorite.
  6. If you want to unfavorite the conversation, click Show the conversation options again and select Unfavorite.