Expense reports for reps: scales, advances and approval
Field expenses are entered day by day, according to your laboratory's scales. Advances are deducted automatically and the report follows your approval circuit.
Scales by level, in dinars
Each level has its own daily amounts. Staff are assigned to a level; those without one use the default level.
- Daily allowances: base, partial travel, travel, accommodation
- Geographic bases to determine the day type
- Expense categories enabled according to your expense policy
- Staff assignment by level
Advances deducted from the net amount
In many laboratories, reps advance funds for their routes. Synapse records the advances and deducts them automatically from the report.
- Advances recorded per employee
- Automatic deduction from the net amount
- Monthly summary by expense category
- Submit the report in one click
Approval that mirrors your hierarchy
The expense report follows the circuit you define: by escalation, from one level to the next, or by any higher level in the hierarchy.
- Configurable approval circuit
- Statuses visible to the rep and the supervisor
- Report history, month by month
- Daily allowances visible in the calendar
Supported expense categories
Enable the ones that match your policy. Disabling a category keeps the amounts already entered.
Base
Base daily allowance.
Partial travel
Day away from base, without an overnight stay.
Travel
Day on the road.
Accommodation
Overnight stays on tour or at a congress.
Other expenses
One-off declared expenses.
Advances
Deducted from the net amount.
Questions about expense reports
Answers to the questions sales, promotion and marketing directors ask us most often.
Can't find your question?
Ask the Synapse team directly, on WhatsApp or during a demo.
How does Synapse calculate reps' expense reports?
Each employee is assigned to a scale level. For each day, Synapse applies the level's daily amounts in dinars (base, partial travel, travel, accommodation), adds the other declared expenses and deducts any advances already paid to get the net amount payable.
Can we manage expense advances?
Yes. Advances are recorded in Synapse and automatically deducted from the report's net amount. The module can be disabled: existing advances then stay deducted, but no new advance can be added.
Who approves expense reports?
The report follows the approval circuit defined in the settings: by escalation, from one level of the hierarchy to the next, or by any higher level.
Which plan includes expense reports?
The Expense reports module is included from the Premium plan.
See also
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