Depending on your role in WorkBook, you can add your or another employee's expense 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.
-
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 an expense entry.
To add your own expense entry, select your name from the list. Alternatively, you can add your own expense entries in
Time & Expense.
To include inactive employees on the list, click
Show Inactive Employees in List
on the grid toolbar.
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On the grid toolbar, click
Add Expense Entry
.
WorkBook displays the Personal Expense Entry pane.
-
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.
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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.
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To add an approver, click the Approvers tab
of the Personal Expense Entry pane and click
Add Approver
on the pane toolbar.
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To start a conversation about the expense entry, click the Expense Conversation tab
of the Personal Expense Entry pane.