Expenses are payments made by the employee during the completion of a job. They incur those costs with the understanding that they're to be reimbursed. The difference between the two expenses are who actually pays for this expense in the long run.
Here are the two kinds of expenses within Spearhead:
- Internal expenses are not attributed to the client organization and are sent back to the agent's organization:
- External expenses are attributed to the client organization:
Expenses are logged on the ticket directly and included in the ticket's activity log for easy logging, editing, and reference.
A compilation of all of the agent's expenses can be found on the agent's details from the Expense tab and then sorted between internal and external:
Expenses cover a wide range of costs on a job:
- Travel: Tickets for transportation to a work site, car rentals, etc.
- Lodging: Costs of out of town rooms when an agent stays overnight on a job.
- Food and drink: Payments for meals made while on a job
- Equipment: Tools, repairs, and replacements needed for work to be completed.
View tickets either through the agent's detailed view or the ticket itself:
Agent:
From here, select the ticket to open the Ticket Details and find the referenced expense. From there, you can see related attachments (receipts, invoices, pictures, etc.)
Ticket Details:
