Update Multiple Expense Entries Simultaneously

Depending on your role in WorkBook, you can modify multiple expense entries simultaneously on your or another employee's account in Cost Entry. This is useful for expense entries that fall under the same expense type, job, activity, and location as you no longer have to define these parameters for each entry.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in the Employee Cross-Company submodule under Settings.

To update multiple expense entries simultaneously:

1. On the main toolbar, click Finance & Administration .
2. In the left navigation pane, click Cost Entry > Expense Entry.
3. On the grid toolbar, click Show Employee List and select the employee whose expense entries you want to update.
   To update your own expense entries, select your name from the list. Alternatively, you can update your own expense entries in Time & Expense.
   To display expense entries simultaneously for all employees, select All from the list.
   To include inactive employees on the list, click Show Inactive Employees in List on the grid toolbar.
4. On the grid toolbar, use the status filter to further filter the expense entries displayed in the grid.
5. In the grid, press and hold the CTRL key or SHIFT key and select the expense entries that you want to update.
6. On the grid toolbar, click Multi-Update Selected Expense Records .
7. Use the Multi-update Selected Expense Records dialog box to select the parameters that you want to apply to the selected expense entries.
8. Click OK.