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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld >

Creating Expense Reports

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You can track expenses and create expense reports using Siebel ePharma Handheld.

To create an expense report

Navigate to the Expense Reports screen.
From the Show drop-down list, select My Expense Reports.
On the toolbar, tap the New Record button.
In the new row, complete the necessary fields.
From the Show drop-down list, select More Info to view additional fields.

NOTE:  You must complete the Submit To field or you will get an error message and your expense report will not be saved.

To add detailed line items

Navigate to the Expense Reports screen.
From the Show drop-down list, select My Expense Reports.
In the Expense Reports list, drill down on the Name hyperlink.
Tap the Line Items list to select it.
On the toolbar, tap the New Record button.
In the new row, complete the necessary fields.

You can enter Line Items whose Start or End Date is outside of the Expense Report period.

Repeat Step 4 through Step 6 to add line items.

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