Add New Comments with Attached Files to Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to add new comments with attached files to conversations about expense entries that are under preparation.

To use the Expense Entries under Preparation submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To add a new comment with attached files to a conversation about an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
3. Highlight the expense entry that is under preparation of the conversation that you want to add a new comment with attached files to and on the grid toolbar, click Details sidebar .
4. On the side toolbar of the right pane, click Expense Conversation.
5. Enter your comment in the Type a comment or drag files here field.
6. Click Attach files to your comment > Add attachment and locate and open the file that you want to attach.
   Alternatively, drag the file that you want to attach in the Type a comment or drag files here field.
7. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.