Modifying Expense Tracker Information for an Activity

Complete the following procedure to modify the expense tracker information for an activity. Expense tracker includes information about the expenses that are incurred for the activity. You can include these expenses in a customer invoice.

To modify the expense tracker information for an activity

1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

   For more information about the home page, see Using the Home Page for Siebel Field Service.

2. Tap Time & Expense Tracker in the side pane.

   The Time & Expense Tracker view appears in the main pane showing the time spent working on the activity under Time Tracker, the expenses incurred while working on the activity under Expense Tracker, and the photos associated with the activity under Attachments.

3. Create a new expense tracker record as follows:

   1. Next to Expense Tracker, tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new expense incurred in the fields that appear.

      The following table describes the fields. You must navigate away from the record to save the record.

      Field Name	Description
      Type	Select the type of expense (for example: Car Rental, Dinner, Conference).
      Amount	Type the amount to expense.
      Date	The date the expense was incurred.
      Comments	Type any necessary comment about the expense.
      Rate	Select a rate for the expense (for example: Expense or Material).
      Billable	Select this check box to indicate if the expense is billable. Otherwise deselect it.

4. To update an existing expense tracker record, tap the record field that you want to update, and then update the field value.

   You must navigate away from the record to save your changes to it.