Edit Details of Multiple Expense Entries Under Preparation

Use Expense Entries Under Preparation in the Follow-Up submodule in the Tasks module to edit the details of multiple 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 edit the details of multiple expense entries that are 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. Use the Shift key or Ctrl key to highlight the expense entries that are under preparation whose details you want to edit.
  4. On the grid toolbar, click Multi-Update Selected Expense Records .
  5. In the Multi-Update Selected Expense Records dialog box, make the necessary edits.
  6. To append or overwrite the existing description, select Append to Existing Description or Overwrite Existing Description, as appropriate.
  7. Click OK.