Show Receipts of Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to show receipts of expense entries that are under preparation.

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

To show the receipt of an expense entry that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Expense Entries Under Preparation.
  3. Highlight the expense entry that is under preparation 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.
  5. Click Show receipt .
    WorkBook opens the Receipt File dialog box where you can open the receipt archive, upload receipts, and delete receipts.