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Creating an Expense Report in Siebel Sales Handheld


You can create expense reports in Siebel Sales 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. Tap the New Record button, and complete the necessary fields for the new record.
  3. 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

  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 Sales Handheld 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.

  6. Repeat the previous steps to add line items.

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

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