#1 Expense Management Software and App
In SalesTrendz, a day’s expenses prepared by a field employee are sent to the manager who then approves or disapproves the expense sheet. With SalesTrendz, the cost incurred when the field employees are out on a field are all recorded under the expense feature. They can take pictures of the receipts and paste them with the expenses incurred. This is how an employer gets to decipher the fake expense. SalesTrendz also helps you to set the limit for the expense accordingly. And additionally, your company’s ROI is improved to determine the overall profitability.
Expense Creation
The cost incurred in the course of work referred to as ‘expense’ can be created and maintained within the application. The expense can be claimed by the sales executives, admin as well as the manager. After selecting the expense category and filling in the rest of the details such as date, amount, an expense is created which is reflected in the expense list, which can either be approved or rejected by the admin. This feature also allows an admin/ super admin to set an expense limit for the sales executives. Other expenses incurred by the sales executive can be uploaded by him with a picture of the bill which gets reimbursed after approval.
Expense List
As the distance traveled is being tracked for each sales rep, his traveling allowance gets automatically calculated. Other expenses incurred by the sales executive can also be uploaded by him with a picture of the bill which gets reimbursed after approval. So, lots of time wasted in reimbursement calculation and approval gets saved. One can filter the expenses month wise and can check the status of the expense if it either re-submitted/ approved/ rejected or submitted.
Approve/ Reject Expense
When a user has claimed an expense, it is immediately shown in the expense list which further can be either rejected or approved by the admin/ super admin. Whether an expense is approved or rejected, it is notified to the salesman and the manager in real time. A reason has to be mentioned when an admin rejects a claimed expense. The purpose of having an approval and rejection choice ensures an admin to recognize genuine expenses and disapprove the false ones.
