Depending on your role in WorkBook, you can modify multiple expense entries simultaneously on your or another employee's account in
Cost Entry. This is useful for expense entries that fall under the same expense type, job, activity, and location as you no longer have to define these parameters for each 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.
To update multiple expense entries simultaneously:
-
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 entries you want to update.
To update your own expense entries, select your name from the list. Alternatively, you can update your own expense entries in
Time & Expense.
To display expense entries simultaneously 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, press and hold the CTRL key or SHIFT key and select the expense entries that you want to update.
-
On the grid toolbar, click
Multi-Update Selected Expense Records
.
-
Use the Multi-update Selected Expense Records dialog box to select the parameters that you want to apply to the selected expense entries.
-
Click
OK.