Expense (Time & Expense)

Use Expense to add, delete, approve, and duplicate your personal expense entries.

Note: If you enter a date for Company Variable 11 in Settings > Company Settings > Company Variables, you cannot enter billable expense entries in Time & Expense until that date.

Depending on your role in WorkBook, you can manage your or another employee's personal expense entries if you access Expense from Finance & Administration > Cost Entry.

If you are a System Administrator or an Advanced User with access to Settings, you can create expense justification templates to be used to capture expense justification information. See Create an Expense Justification Template.

In addition, you can associate an expense justification template with an activity at the Global or Company level via Settings > Price Lists & Activities. See Associate an Expense Justification Template with an Activity.