WorkBook

Show Only Non-Handled Records

Use the Import tab in Personal Expense Credit Card in the Export, Import, & Maintenance submodule under Finance & Administration to show only non-handled records of personal expense credit card files.

To use Personal Expense Credit Card Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To show only non handled records of a personal expense credit card file:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the personal expense credit card file that has the non-handled records that you want to show.
  3. In the left pane of the Finance & Administration page, click Export, Import & Maintenance > Personal Expense Credit Card Import.
  4. Click the Import tab and highlight the personal expense credit card file that has the non-handled records that you want to show.
  5. In the bottom grid, select the Show Only Non-Handled Records check box.