WorkBook

Update Your Expense Entries Simultaneously

Depending on your role in WorkBook, you can modify you expense entries simultaneously in Time & Expense. 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 your expense entries simultaneously:

  1. On the main toolbar, click Time & Expense .
  2. In the left navigation pane, click Time & Expense > Time Sheet.
  3. On the grid toolbar, use the status filter to filter the expense entries displayed in the grid.
  4. In the grid, press and hold Ctrl or Shift and select the expense entries that you want to update.
  5. On the grid toolbar, click Multi-Update Selected Expense Records .
  6. Use the Multi-update Selected Expense Records dialog box to select the parameters that you want to apply to the selected expense entries.
  7. Click OK.