Record Audio Messages for Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to record audio messages for conversations about 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 record an audio message for a conversation about 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 of the conversation that you want to record an audio message for and on the grid toolbar, click Details Sidebar .
4. On the side toolbar of the right pane, click Expense Conversation.
5. Under the Type a Comment or Drag Files Here field, click Record an Audio Message and start recording your message.
   Note: You can use either your computer's default microphone or attach an external one.
   The Record an Audio Message icon turns red while recording is ongoing.
6. After recording your audio message, click Record an Audio Message again and enter a file name for your recording.
7. Click OK.
   The saved audio recording appears as an attachment.
8. In the Type a Comment or Drag Files Here field, enter your comment and click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.