Siebel Field Service Guide > Service Activities > Process of Managing Service Activities >

Recording Expenses for Activities (End User)

You can record the expenses that you incur while working on activities. These expenses include travel costs and meals.

This task is a step in Process of Managing Service Activities.

To record an expense for an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity, and click the Expense Tracker view tab.

   NOTE:  If you select Auto Expense Report in the application-level Tools menu, then new records are generated in the Expense Tracker view. For more information about setting up and using this Auto Gen feature, see Siebel Project and Resource Management Administration Guide.

3. Create a new expense record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Type	Select the category of expense for the activity.
   Billable	Select this check box to indicate that the expense is billable to the customer. When you select this check box, the Charge Engine uses the record to create a charge, and the Charge Consolidation business service includes the expense for the activity in an invoice. This check box is automatically selected if the Billable check box is selected for the activity.