Add New Users to Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to add new users 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 user 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 user to and on the grid toolbar, click Details sidebar .
4. On the side toolbar of the right pane, click Expense Conversation.
5. Click Show the conversation options and select Add user to conversation.
   Alternatively, under the Type a comment or drag files here field, click Add users to the conversation .
6. In the Add Users dialog box, select New user as a source and enter or select the applicable parent resource, contact name, contact email, and contact image from the corresponding drop-down lists.
7. Click Create user.
   WorkBook displays the added new user as a new user at the bottom of the dialog box.
8. Click Confirm.