Service Description Trip

Reports

Title Widget Widget Description
Reports
4ZKXqoJ9LPluLT1S-drawing-8-1744271940.png
  1. Number of travel reports

General

Kebab menu (image.png)

Type Reisekostenabrechnung

Reisekostenabrechnung

Functions in the title bar

Icon Explanation
5JzabjazxLh3nn7D-drawing-8-1744273019.png

Creation of a new Travel report.

Grid

Click Swipe Views
Travel report
  1. Delete
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Colour code Forced

Green: Travel report is archived.
Date Always DESC Yes
Type Always

Travel day

No travel day
Visits Always

Number of visits on the travel day.
Note Landscape
Yes
Start time Hidden


Start location Hidden


Start km Hidden


End time Hidden


End location Hidden


End km Hidden


Car reg. number Hidden


Third-party km Hidden


Third-party vehicle Hidden


Overnight stay Hidden


Breakfast Hidden


Lunch Hidden


Dinner Hidden


Expenses Hidden

Total of documented expenses.
FAQ

 

Release

 

Travel Report

Title Widget Widget Description
Trip

image.png

This widget is displayed when there is no trip for today yet.

 

On click

  1. Start is set to the current time.
  2. Location is taken from the last end of trip.
  3. End km from the last end of trip is taken as start km.
Continue trip
5mkxuMeavlqANcG6-drawing-8-1744273830.png

This widget is displayed when a trip for today has already been started and ended.

 

On click

  1. End time is deleted.
End of trip

image.png

 This widget is displayed when a trip has been started.

General

Form

Field Right Reference
Date    
Travel day DAILY REPORT / No travel day

General

Start and end of trip
Field Right Reference
Start    
Start - Location    
End

End - Location

Start km DAILY REPORT / No start/end km in daily report
End km DAILY REPORT / No start/end km in daily report
Non-business km DAILY REPORT / Non-business km
Car reg. number DAILY REPORT / Car reg. number in start/end of day
Per diem rate
Field Right Reference
Use of private vehicle DAILY REPORT / Third party car
Overnight stay DAILY REPORT / Overnight stay
Breakfast DAILY REPORT / Breakfast
Lunch DAILY REPORT / Lunch
Dinner DAILY REPORT / Dinner
Miscellaneous
Field Right Reference
Note

Visits

Icon Explanation
5JzabjazxLh3nn7D-drawing-8-1744273019.png

Creation of a new visit.
Grid
Click Swipe Views
Visit
  1. Delete
  1. Table
Column definition
Name Visible Sort Full text Explanation
Period Forced


Customer/address Forced


Expenses

Icon Explanation
5JzabjazxLh3nn7D-drawing-8-1744273019.png

Creation of a new expenses entry.
Grid
Click Swipe Views
Expenses
  1. Delete
  1. Table
Column definition
Name Visible Sort Full text Explanation
Document type Forced


Amount Forced


Remarks

Icon Explanation
5JzabjazxLh3nn7D-drawing-8-1744273019.png

Creation of a new daily report remark.
Grid
Click Swipe Views
Daily report remark
  1. Delete
  1. Table
Column definition
Name Visible Sort Full text Explanation
Remark Forced


Start Forced


End Forced


Note Forced


Validation

  1. Exit
    1. Start and end time and location must be stored.
    2. There must not be a second open travel report: "There is already an open travel report on dd.mm.yyyy."
  2. Save
    1. If end km is before start km, an enquiry is made.
    2. There must not be a second open travel report: "There is already an open travel report on dd.mm.yyyy."
  3. Two travel reports for the same day are not possible.

Action buttons

Name Function Visibility
Start

Saves your entries and starts the trip.

 Clicked on widget "Start trip".
Continue Saves your entries and removes the "Ended" status. Clicked on widget "Continue".
Save

Deletes the end time.

Saves your entries.

Clicked on widget "End".

The open trip is edited via reports.

Created today via reports.
Exit Saves your entries and ends the trip.

Clicked on widget "End".

The open trip is edited via reports.

Trip created via reports.
Archive Saves your entries. The trip can no longer be edited. A trip before today accessed via reports.
FAQ

 

Release

 

Expense report

Title Widget Widget Description
Expense report  


General

General Information

A connection to the DeDeSales server is required to create the document "Expense report".

Form

Field Right Reference
Period    
Validation
  1. All trip reports within the period must be archived.
    1. The following General Information appears: All trip reports in the selected period must be archived. Please archive the following days: ...
      You can, however, create a provisional PDF for reconciliation purposes.
Action buttons
Name Function Visibility
Create Creates an Expense report for the period selected in the Period.
Cancel Cancels the process. Visible only in the General Information window
FAQ

 

Release

 

Daily Report Comment

Title Widget Widget Description
Comment    

General

Form

Field Right Reference
Comment
Code Table: Daily Report Comment
Start    
End

Note

Validation
  1. End must not be before Start.
  2. Comment must be selected.
Action buttons
Name Function Visibility
Create Saves your entries. When the entry is newly created.
Save Saves your entries. When the entry is edited.
FAQ

 

Release

 

Expenses

Title Widget Widget Description
Expenses  


General

Functions in the title bar

Icon Explanation
7pBqiUeQCwFZmENg-drawing-8-1744279559.png

Addition of Pictures and Files. 

Form

Field Right Reference
Document type
Code table: Document types for Expense report
Amount

Document number

a. The suggested value automatically increases by 1 with each entry
b. The value can be manually overwritten but must be equal to or higher than the suggested value.
c. The document numbers are synchronised with the Sales rep.. In case of a new device installation, the numbers continue to increase based on this.
Validation
  1. Document type must be selected.
Action buttons
Name Function Visibility
Create Saves your entries. When the entry is newly created.
Save Saves your entries. When the entry is being edited.
FAQ

 

Release

 

Visit

Title Widget Widget description
Visit
Uccz8wjA9KzBg7rz-drawing-8-1744281322.png
  1. Visiting frequency
  2. Tour
  3. Starting and ending the visit
  4. Visit duration in the customer master data
  5. Last visit recorded and transferred in DeDeSales.

Available:

  • Customer details page
  • Only available when a trip has been started
Visit
vDDFVDMFXbRwedj2-drawing-9-1760950922.png

1. Customer location

2. Briefcase, when a visit is ongoing (additionally the icon is shown active (blue))


Available:

  • Homepage dashboard
  • Only available when a trip has been started
Visit

image.png

If no visit is ongoing:

  • Opens the customer selection.
  • Then you reach the visit page.

Available:

  • Homepage dashboard
  • Only available when a trip has been started

General

Header

lJEXf3r2DIk6VF7T-drawing-8-1748950363.png
  1. Calls up the customer (only visible when accessing the entry via Reports)
  2. Changes the customer (only visible when creating the entry via Reports)

Form

General

Field Right Reference
Start    
End    
On behalf of DAILY REPORT / visits / On behalf of Employee
Contact DAILY REPORT / visits / Contact at Visit conclusion Mandatory Customer contacts
Campaign
Campaigns
Visit type DAILY REPORT / visits / Follow-up

Activities

Field Right Reference
Checkbox | Activity

DAILY REPORT / visits / Activities

DAILY REPORT / visits / At least one activity must be stated.

 Code table: Activities
Checkbox | Miscellaneous

DAILY REPORT / visits Other tasks

Orders

Grid
Click Swipe Views
Order


  1. Table
Column definition
Name Visible Sort Full text Explanation
Date Forced


Type Forced


ERP no. Forced


Order reason Forced


Departments

Field Right Reference
Checkbox | Department

DAILY REPORT / visits / Departments

 Code table: Department

Report

Field Right Reference
Single input field DAILY REPORT / visits / Visit report

Calendar management

Field Right Reference
Only visible if there is also an appointment for the customer on that day and only visible at Visit conclusion Settings \ Update appointments after visit Option to set the status and the result

Validation

  1. A visit must last at least one minute.
  2. End must be present.
  3. Tasks with Priority Z must all be Completed.

Action buttons

Name Function Visibility
Start

The Start time is pre-filled with the current time.

Saves your entries and starts the visit.

 When the visit is created via the widget and has not yet been started.
Save

The End time is still empty because the visit is not yet Completed.

Saves your entries.

 When the already started visit is clicked via the widget.
Complete
  • Saves your entries and completes the visit.
  • Mandatory fields are validated.
  • Priority Z task check does not take place if the visit is completed via Reports.
  • A workflow can be started via the kebab menu (only if the "Workflow" module is licensed and there is a corresponding workflow.)
 When editing a visit
FAQ

Why is the value from the last visit not current?

The last visit is determined via the Total import. If this has not run, it may be that the value differs from the actual last visit.