Open Resource Card of Account Managers of Invoices that are Approved and Ready to be Finalized

Use the Invoices Approved and Ready to be Finalized submodule to open the resource card of the account managers of invoices that are approved and ready to be finalized.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the account manager of an invoice that is approved and ready to be finalized:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
3. Highlight the invoice that is approved and ready to be finalized of the account manager whose resource card you want to open.
4. Click Show Expenditure Amounts .
5. In the bottom grid, click the Purchase Order tab.
6. Double-click on the corresponding Responsible field.
   WorkBook opens the account manager's resource card.
7. Click Close .