# Service Description Trip # Reports

Title	Widget	Widget Description
Reports		1. Number of travel reports

### General #### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))

Type	[Reisekostenabrechnung](https://en.wiki.dedesales.de/books/service-description-trip/page/expense-report "Expense report")
	[Reisekostenabrechnung](https://en.wiki.dedesales.de/books/service-description-trip/page/expense-report "Expense report")

#### Functions in the title bar

Icon	Explanation
	Creation of a new [Travel report](https://en.wiki.dedesales.de/books/service-description-trip/page/travel-report "Travel report").

#### Grid

Click	Swipe	Views
[Travel report](https://en.wiki.dedesales.de/books/service-description-trip/page/travel-report "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](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/iZEj0rJZlamigxZB-drawing-8-1793268016.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/91mM2jbjcqGJjOSb-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		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](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PTe1GrL8lqyUc2Jq-zq7fjxf9yjdlsjxe-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/zQ7fjxF9YjdLsJxe-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
	Creation of a new [visit](https://en.wiki.dedesales.de/books/service-description-trip/page/visit "Visit").

##### Grid

Click	Swipe	Views
[Visit](https://en.wiki.dedesales.de/books/service-description-trip/page/visit "Visit")	1. Delete	1. Table

##### Column definition

Name	Visible	Sort	Full text	Explanation
Period	Forced
Customer/address	Forced

#### Expenses

Icon	Explanation
	Creation of a new [expenses](https://en.wiki.dedesales.de/books/service-description-trip/page/expenses "Expenses") entry.

##### Grid

Click	Swipe	Views
[Expenses](https://en.wiki.dedesales.de/books/service-description-trip/page/expenses "Expenses")	1. Delete	1. Table

##### Column definition

Name	Visible	Sort	Full text	Explanation
Document type	Forced
Amount	Forced

#### Remarks

Icon	Explanation
	Creation of a new [daily report remark](https://en.wiki.dedesales.de/books/service-description-trip/page/daily-report-comment "Daily report remark").

##### Grid

Click	Swipe	Views
[Daily report remark](https://en.wiki.dedesales.de/books/service-description-trip/page/daily-report-comment "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
	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		1. Visiting frequency 2. Tour 3. Starting and ending the visit 4. Visit duration in the customer master data 5. [Last ](https://wiki.dedesales.de/link/204#bkmrk-faq-wie-steuere-ich-)visit recorded and transferred in DeDeSales. Available: - Customer details page - Only available when a trip has been started
Visit		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](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/5gjSYUmaJD33RYHr-drawing-8-1793269674.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-10/ShstjdY26V6TQKrK-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

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](https://en.wiki.dedesales.de/books/service-description-for-order-quotation-and-complaint-entry/page/order-header "Order header")		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.