Open Client Cards of Expense Entries that are Under Preparation

Use Expense Entries Under Preparation in the Follow-Up submodule in the Tasks module to open the client cards of 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 open the client card of an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Expense Entries Under Preparation.
3. Highlight the expense entry that is under preparation whose client card you want to open.
4. Double-click on the corresponding Client field.
   WorkBook opens the client card.
5. Click Close .