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Creating an Expense Report in Siebel Medical Handheld

You can create expense reports in Siebel Medical Handheld, then upload them to your server at the time of sync.

To create an expense report

1. Navigate to the Expenses screen.

   The My Expense Reports list appears.

2. In the Expense Reports list, tap the New Record button, complete the Period and Name field, and then choose More Info from the Show drop-down list.

   Some fields in the Expense Reports list are described in the following table:

   Field	Comments
   Expense Report #	Read only. An automatically generated, unique identifier.
   Name	Required. Enter a name for the expense report.
   Class	A predefined list of values which indicate classes your company deems appropriate for expense reports. Such as, Holiday, or internal.
   Status	If you create the expense report with the Handheld device, this field will be prepopulated with the value of In Progress. You may tap in the field to adjust the value to express the current state of the expense report.
   Submit To	Read only. A predefined association set up by the system administrator. When you create a new expense report, the Submit To field is automatically populated with the login of manager to whom you report.
   Reimbursable	Tap this check box to indicate whether the expense is reimbursable.

To add detailed line items

1. Navigate to the Expenses screen.
2. In the My Expense Reports list, locate the expense report record.
3. From the Show drop-down list, select Expense Items.
4. In the Expense Report Line Items view, tap the Line Items list, and then tap the New Record button.
5. In the new row, complete the necessary fields for the line item.

   You can not enter Line Items whose Start or End Date is outside of the Expense Report period.

   NOTE:  The Expense Reports functionality in Siebel Medical Handheld currently does not support the Mileage expense type or detailed Hotel expense tax itemization. If these expense types are required, you must enter these items using the desktop Siebel Medical application.

6. Repeat the steps to add line items.