Download Receipts of Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to download receipts of 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 download the receipt of 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 whose receipt that you want to download and on the grid toolbar, click Details sidebar .
  4. On the side toolbar of the right pane, click Receipt.
  5. Click Download receipt .
    WorkBook downloads the receipt to your computer.