Add Reminders to Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to add reminders to conversations about 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 add a reminder to a conversation about 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 of the conversation that you want to add a reminder to and on the grid toolbar, click Details Sidebar .
4. On the side toolbar of the right pane, click Expense Conversation.
5. Click Show the Conversation Options and select Add Reminder.
6. In the Add Reminder dialog box, select the Activate on Task Closure check box and identify the task whose closure triggers the reminder.
   Alternatively, set a date and time for the reminder.
7. Enter your Reminder Text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.