Manage travel and expenses

Single place to keep all your travel expenses associated with a service

The Fieldworker allows managing travel and any other associated expenses a breeze.

To allow your clients to enter their expenses in the Fieldworker

1. Define a form that you would like your employees to fill in. You may also use any community form or use a form provided as part of the FieldWorker HR form pack.

2. Associate this form to a task type that is usually assigned to service requiring travel & expenses.

3. Whenever an employee creates a timesheet entry booking a time against this task type, the form will be available in the associated timesheet entry.

4. If the task type requires EVV, when a user checks out from the task, they will be presented with an appropriate form to submit their T&E.

5. An admin user may then generate required reports for any period and/or employees.