Expenses and Receipts

Learn how to add expenses and receipts for reps.

You can use the Expenses info area to store the duration and costs of business trips. You can add any number of receipts to an expense record. The sum total of the costs entered in the receipts is calculated and entered in the Total Amount field in the Expenses info area.

Expenses

To add a new expense record:

  1. Select (Collaboration) > New Expenses.
  2. Enter the Currency.
  3. Enter additional data such as:
    • The Dep. Date (departure date) and Arrival Date: The total duration (in days) is automatically calculated and entered in the Travel duration field.
    • Information on travel by car: The costs (Mileage Allowance field) are calculated automatically.
    • Daily rates and accommodation rates: The sum total of the rates is automatically calculated (Total Flat Rates field).
      Note: Enter total amounts for flat rates, not the flat rate per day.

Receipts

To add a receipt to an expense record:

  1. Switch to the desired expense record.
  2. Select New Receipt from the context menu.
  3. Enter the data.
  4. Save the record.