Search for Personal Expense Approver Roles

Use the Personal Expense Approval submodule to search for personal expense approver roles.

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

To search for a personal expense approver role:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that includes the personal expense approver role that you are looking for.
3. In the left pane of the Settings page, click Company Approvals > Personal Expense Approval.
4. On the grid toolbar, use the Search field to enter a keyword associated with the personal expense approver role for which you are searching.