Open Personal Expense Entries

Use Open Personal Expense Entries in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open personal expense entries.

To use Open Personal Expense Entries, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Open Personal Expense Entries provides you with an overview of all personal expense entries that have not been closed within your WorkBook Company.

Open Personal Expense Entries displays information in columns such as Approval Status, Type, Employee, and Creditor.

From the grid, you can perform the following actions:

• Approve open personal expense entries
  Note: You can only approve entries that have status 20 (For Approval).
• Download the receipt that is associated with a personal expense entry

To view and manage only the records that require your approval, navigate to Tasks > Approval > Personal Expense Approval.

You can use the Search field to find specific personal expense entries.

For information about the personal expense approval flow setup, see Personal Expense Approval.