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

Tracking Expenses

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

To create an expense report

Navigate to the Expense Reports screen > My Expense Reports list appears.
In the Expense Reports list, tap the New Record button, and complete the necessary fields for the new record.
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.
In the My Expense Reports list, locate the expense report record.
From the Show drop-down list, select Expense Items.
In the Expense Report Line Items view, tap the Line Items list, and then tap the New Record button.
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:  Siebel Sales Handheld Expense Reports functionality does not currently 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 Sales application.

Repeat Step 4 and Step 5 to add line items.

The cumulative total of all expense line items is automatically displayed in the Totals field.

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