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Why can't I start a trip?
Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports cannot be documented on a secondary device. Please check whether you are using the main device and switch devices if necessary.
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 All ...
Daily Report Comment
Title Widget Widget Description Comment General Form Field Right Reference Comment Code Table: Daily Report Comment Start End Note Validation End must not be before Start. Comment must be sele...
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...
Why can't the Visit to the Customer be Started?
If the widget for the Visit is greyed out, then the Visit cannot be started. This can be due to either the Day not being started, or a Visit with another Customer not being completed. Cause: Visit Not Completed Display the "Visit" widget on the Dashboard. If...
Why is an appointment created when I have visited a customer?
For a visit that is started without an appointment, an appointment can be created afterwards. The appointment and the visit are stored in the Activities for the customer. This setting is available in the backend under Basic configuration - Settings - Update ap...
Reports
Title Widget Widget Description Reports Number of travel reports General Kebab menu ( ) Type Reisekostenabrechnung Reisekostenabrechnung Functions in the title bar Icon Explanation Creation o...
Travel Report
Title Widget Widget Description Trip This widget is displayed when there is no trip for today yet. On click Start is set to the current time. Location is taken from the last end of trip. End km from the last end of trip is taken as st...
Visit
Title Widget Widget description Visit Visiting frequency Tour Starting and ending the visit Visit duration in the customer master data Last visit recorded and transferred in DeDeSales. Available: Customer details page Only availabl...