Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Field Service > Closing the Visit >

Recording Expenses


If you incurred any expenses as part of this customer visit, then you must enter them so that they can be included in the invoice.

To record expenses

  1. Select the record in the Activities list.
  2. Tap Expense Tracker in the work area.
  3. In the work area, tap the New (+) icon.
  4. Tap the Type field, then choose an item from the Type drop-down list.
  5. Tap the Amount field, enter a value, and then tap OK.
  6. Select the Billable check box.
  7. Tap the Comments field, and enter any comments.
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