Repfabric has created a new Expense module to simplify the collection of expenses. It allows you to tie expenses to a specific customer through an Activity Journal (AJ). A good AJ will include the details of the sales efforts as it pertains to the expense.

How does it work?

You can create an expense line item:

In the mobile app inside an AJ, or from “Expenses” in the main menu. In Repfabric online in an AJ, or from “Expenses” in the main menu.

  • You can attach a picture of the receipts immediately.  
  • Once the expense is created you can attach them to reports for approval. 
  • It’s quick, convenient and goes with the natural workflow. 
  • You have a record that you can always find. 
  • It’s attached to the sales work you performed. 

How do I get it: 

Simply have your team go into the Learning site.

Click here to take the “Expenses Path” for admins.

Click here to take the “Expenses Path” for reps.

Once your team and the administrator have completed the learning exercises the module will be enabled.