Delete Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to delete 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 delete 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 delete 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 Delete conversation.
    Note: There is no confirmation dialog box for this action. WorkBook deletes the conversation at once.