Filter Expense Entries that are under Preparation According to Status

Use the Expense Entries under Preparation submodule to filter expense entries that are under preparation according to status.

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 filter expense entries that are under preparation according to status:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
  3. On the grid toolbar, select 10 - Under preparation, 20 - For approval, 40 - Approved, or All as applicable.