Preview Files of Receipt Archive for Personal Expense Records

Use the Personal Expense Approval submodule to preview files in the receipt archive for personal expense records.

To use Personal Expense Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To preview a file in the receipt archive for personal expense records:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
3. On the grid toolbar, click Details Sidebar .
4. On the side toolbar of the right pane, click Receipt.
   Alternatively, on the side toolbar of the right pane, click Details.
5. Click Receipt Archive .
6. In the Receipt Archive dialog box, hover over the file that you want to preview and click Preview .
   Note: WorkBook displays all file types as an image except for MS Excel and MS Powerpoint files, which are displayed as their software icon instead.
7. Click Close .