Add an Expense Entry

Depending on your role in WorkBook, you can add your or another employee's expense entry in Cost 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 add an expense entry:

1. On the main toolbar, click Finance & Administration .
2. In the left navigation pane, click Cost Entry > Expense Entry.
3. On the grid toolbar, click Show Employee List and select the employee for whom you want to add an expense entry.
   To add your own expense entry, select your name from the list. Alternatively, you can add your own expense entries in Time & Expense.
   To include inactive employees on the list, click Show Inactive Employees in List on the grid toolbar.
4. On the grid toolbar, click Add Expense Entry .
   WorkBook displays the Personal Expense Entry pane.
5. On the Details tab of the Personal Expense Entry pane, enter the required information.
   The fields on this tab may vary depending on the expense type you selected in the Expense Type field.
6. To upload a receipt, click the Receipt tab of the Personal Expense Entry pane and drag-and-drop a file to the pane, or browse for the file on your computer.
7. To add an approver, click the Approvers tab of the Personal Expense Entry pane and click Add Approver on the pane toolbar.
8. To start a conversation about the expense entry, click the Expense Conversation tab of the Personal Expense Entry pane.