ManoPlan Workflow – Expense Tracking
Shows how technicians capture expenses and receipts on the go and how the office reviews and approves them.
Learning Goal
Technicians should capture expenses quickly and completely; office staff should approve expenses efficiently.
Contents
New expense
On the go, record a new expense – the plus button opens the entry form directly from within the job.
Categories
Select the category: parking, materials, mileage, or fuel. For mileage, the technician simply enters start and destination.
Photograph receipt
Photograph the receipt – the camera is built right in. No need to type the amount if it is legible on the photo.
Automatic calculation
For mileage entries, ManoPlan calculates the reimbursement automatically – based on your company's current mileage rate.
Approve expenses
In the office: all expenses for the month at a glance. Review and approve or reject individually – or use batch approval for everything at once.
