Show Personal Expense Receipts

Use the Personal Expense Approval submodule to show personal expense receipts.

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

To show a personal expense receipt:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Approval > Personal Expense Approval.
  3. Highlight the personal expense record whose receipts you want to show, and on the grid toolbar, click Details sidebar .
  4. On the side toolbar of the right pane, click Details and click Show receipt .
    WorkBook opens the Receipt File dialog box, where you can open the receipt archive, upload receipts, and delete receipts.
  5. Click to close the Receipt File dialog box.