Log Job Expenses

Here is a reference video:

1. If a technician has to log his/her expenses to the client/company then under the field service header you have to click on the expense sub-header as shown below.

2. Clicking on the expense list, you will be directed to the expense list page, on the right hand top corner you have to click on the “New Expense” Button.

3. Below is the screenshot of the pop-up you will get to fill in expenses by a technical personnel. It is a mandate to fill in the details highlighted in the screenshot below:

4. Clicking on “Save” button as highlighted above will add the expense to the expense list

5. After saving the job it is added to the expense list. We can also settle a job offline by clicking on the “offline payment” tab on the extreme right column of the particular expense

6. Below is the pop-up you see on clicking the “offline payment” tab where you can fill the expenses and settle offline. Selecting the payment date & bill is mandatory