View Your Personal Expense History

Depending on your role in WorkBook, you can view your personal expense history in Personal Information.

To view your personal expense history:

  1. On the main toolbar, click Time & Expense .
  2. In the left navigation pane, click Personal Information > Personal Expense Status.
  3. In the Records From field on the grid toolbar, enter a date to specify a date range.
  4. Use any of the following options on the grid toolbar to filter the entries displayed in the grid:
    • All
    • Paid
    • Not Paid
    • Not Paid and Unapproved