Add Your Expense Entry

Depending on your role in WorkBook, you can add your expense entries in Time & Expense.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in the Employee Cross-Company submodule under Settings.

To add your expense entry:

1. On the main toolbar, click Time & Expense .
2. In the left navigation pane, click Time & Expense > Expense.
3. On the grid toolbar, click Add Expense Entry .
   WorkBook displays the Personal Expense Entry pane.
4. On the Details tab of the Personal Expense Entry pane, enter the required information.
   The fields on this tab may vary depending on the expense type you selected in the Expense Type field.
5. To upload a receipt, click the Receipt tab of the Personal Expense Entry pane and drag-and-drop a file to the pane, or browse for the file on your computer.
6. To add an approver, click the Approvers tab of the Personal Expense Entry pane and click Add Approver on the pane toolbar.
7. To start a conversation about the expense entry, click the Conversation tab of the Personal Expense Entry pane.