Modify Subscriber Settings of Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to modify subscriber settings of 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 modify the subscriber settings of 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 modify the subscriber settings of 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 Subscriber settings.
  6. In the Subscriber Settings dialog box, you can unsubscribe users, determine if the conversation will be shown in a user's inbox, and send a user a link to the conversation. You can also make the conversation private, restrict invite permission, lock the conversation, and pin the conversation.
  7. After making the necessary modifications, click OK.