Depending on your role in WorkBook, you can add your or another employee's mileage entry in
Cost Entry.
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.
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On the main toolbar, click
Finance & Administration
.
-
In the left navigation pane, click
.
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On the grid toolbar, click
Show Employee List
and select the employee for whom you want to add a mileage entry.
To add your own mileage entry, select your name from the list. Alternatively, you can add your own mileage entries in
Time & Expense.
To include inactive employees on the list, click
Show Inactive Employees in List
on the grid toolbar.
-
On the grid toolbar, click
Add New Record
.
WorkBook adds a new line to the grid.
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With the new line selected in the grid, click
Open Mileage Card
on the grid toolbar.
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On the Mileage Details tab
of the Mileage Entry pane, enter the required information.
-
To add an approver, click the Approvers tab
of the Mileage Entry pane and click
Add Approver
on the pane toolbar.
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To start a conversation about the mileage entry, click the Conversation tab
of the Material Entry pane.