Mark Conversations about Expense Entries that are under Preparation Conversations as Favorite

Use the Expense Entries under Preparation submodule to mark conversations about expense entries that are under preparation as favorite.

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

To mark a conversation about an expense entry that is under preparation as favorite:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
  3. Highlight the expense entry that is under preparation of the conversation that you want to mark as favorite and on the grid toolbar, click Details sidebar .
  4. On the side toolbar of the right pane, click Expense Conversation.
  5. Click Show the conversation options and select Favourite.
  6. If you want to unfavorite the conversation, click Show the conversation options and select Unfavourite.