Open Personal Expense Entries

Use Open Personal Expense Entries under Finance & Administration to view and manage open personal expense entries.

To use the Open Personal Expense Entries submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

The Open Personal Expense Entries submodule provides you with an overview of all personal expense entries that have yet to be closed within your WorkBook company.

The Open Personal Expense Entries screen displays information under columns such as Approval Status, Type, Employee, and Creditor, among others.

From the grid, you can perform the following actions:

• Approve open expense entries
  Note: Only entries that have the status 20 (For Approval) can be approved.
• Download the receipt associated with an expense entry

To view and manage only the records that require your approval, go to Tasks > Approval > Personal Expense Approval.

As with most WorkBook submodules, you can always use the Search field to find specific personal expense entries.

For information about the personal expense approval flow setup, see Personal Expense Approval.