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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld >
Creating Expense Reports
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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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |