Record Audio Messages for Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to record audio messages for mileage entry or personal expense conversations.

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 record an audio message for a mileage entry or personal expense conversation:

1. On the main toolbar, click Tasks .
2. Take one of the following actions:
   • In the left pane of the Tasks screen, click Approval > Mileage Entry Approval.
   • In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
3. Highlight the entry or expense of the conversation that you want to record an audio message for and on the grid toolbar, click Open entry card or Details sidebar .
4. On the side toolbar of the right pane, click Conversation or the 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.