Depending on your role in WorkBook, you can delete your or another employee's expense entry in
Cost Entry. You cannot delete expense entries with a status of
For Approval or
Approved
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 delete an expense entry:
-
On the main toolbar, click
Finance & Administration
.
-
In the left navigation pane, click
.
-
On the grid toolbar, click
Show Employee List
and select the employee whose expense entry you want to delete.
To delete your own expense entry, select your name from the list. Alternatively, you can delete your own expense entries in
Time & Expense.
To display expense entries for all employees, select
All from the list.
To include inactive employees on the list, click
Show Inactive Employees in List
on the grid toolbar.
-
On the grid toolbar, use the status filter
to further filter the expense entries displayed in the grid.
-
In the grid, select the expense entry that you want to delete and click
Delete Expense Entry
on the grid toolbar.