Capturing Expenses on the Call Report
Users can capture expenses incurred during a call on the call report. This enables users to record all expenses associated with a specific interaction in one place, for easy expense tracking.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Expenses on the Call Report for
End Users
To configure this feature, ensure Configuring Call Reporting is complete.
Excluding Expense Types
To match their organization’s classification of expenses, business admin users can optionally add, modify or deactivate the picklist values in the expense_type__v field on the expenses__v object.
To exclude an expense type so users cannot select it on the call report:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set for business admin users.
- Select the Objects tab.
- Grant business admin users Edit field permission for the exclude_from__v field on the expense_type__v object.
- Navigate to Business Admin > Objects > expense_type__v.
- Enter the value call__v in the exclude_from__v field on the appropriate expense_type__v records to be excluded from the call report.
Ensure there are expense_type__v records for the appropriate expense categories. If expense_type__v records do not exist, users are not able to select a value for the required expense_type__v picklist on the call report.
Using Expenses on the Call Report as
End Users
Select the Add Line action to capture an expense on the call report. Users must enter the type of expense and amount.
To delete an expense, select the trash icon for the appropriate line item. Expenses are saved when the user saves the call report.
For iPad and Windows users, a table-based entry control displays.
For group calls with unique activities, call expense is only available on the parent call report. If the expense_amount__v field is added to a unique person fields section or other child activity section on a unique activity call, the field does not display on the call report and users are not able to record expenses.
Select Done or Done and New to add the expense to the call report.
