Open Client Cards of Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to open the client cards of expense entries that are under preparation.

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 open the client card of an expense entry that is under preparation:

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 whose client card you want to open.
4. Double-click on the corresponding Client field.
   WorkBook opens the client card.
5. Click Close .