Field expenses recorded in the system
Fuel, tolls and meals go into the system during sampling. The tech records the expense in the app and attaches the receipt, and the amount is deducted from the cash advance. Allocation across work orders and settlement are handled in finance.
What you'll find in this area
Expense entered during sampling
The tech records the expense in the app, with the receipt attached.
Cash advance with a visible balance
The amount advanced and what has been spent are visible to the tech and to finance.
Allocation across work orders
The expense can be allocated across the work orders served, with a suggested allocation.
Settlement in finance
Settlement of the advance, with refund or reimbursement, is recorded in finance.
Advance generated by the sampling
When set up, the advance is generated when the tech is assigned to the work order. Release by the person in charge can be required.
Expense templates
Configured templates speed up entering the most common field expenses.
From field expenses to sampling cost
Measuring the cost of sampling helps set prices based on data.
Sampling cost based on records
With expenses, travel and advances in the system, the cost of each trip stops being estimated from memory.
Cost per client
Cost linked to work orders shows which clients cost more to serve, which helps review prices.
Finance with less retyping
The expense comes in through the app with a receipt and reaches finance for settlement.
Frequently asked questions
Does the tech record the expense in the field?
Yes. They enter the expense in the app and attach the receipt, without waiting to get back to the office.
How does advance control work?
The amount advanced is recorded in the system, and the expenses entered are deducted from it. The tech and finance see the balance.
Do field expenses reach finance?
They do. The expense can be allocated across work orders, and the advance settlement is recorded in finance.
Does this help me know the cost of each sampling?
It does. With expenses and advances linked to the operation, the cost of each route and each client is recorded and can be used when setting prices.
See the app with a sampling job from your routine
In the demo, we show how sampling, photos and signatures are recorded and how the data is sent to the system. Bring an example of a route or a sampling point.