Download Personal Expense Receipts

Use the Personal Expense Approval submodule to download receipts for personal expense records.

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

To download the receipt from a personal expense record:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
  3. Highlight the personal expense record whose receipt you want to download.
  4. On the grid toolbar, click Details sidebar .
  5. On the side toolbar of the right pane, click Receipt.
  6. Click Download receipt .
    WorkBook downloads the receipt to your computer.