Tracking Ticket and Travel Expenses
We recently developed and launched a new module that many of our clients have found to be really helpful to keep track of expenses. Since the technicians and engineers that were traveling needed to keep track of their travel expenses, and they were using Cynergy on a daily basis anyway, it made sense to incorporate the same into a module that was easy for the employee to use. The Ticketing expense module allows the user to log their different expenditures, along with the purpose of the expense, the amount, as well as total mileage to and from the client location. They are also able to upload receipts to the Cynergy server so accounting and management can view these (assuming they have permissions) to do so through the admin section of Cynergy.
There is even a “checkbox” that allows accounting to Approve or Disapprove any expense, so that once it is approved, the team member can get reimbursed for the activity.
You may also note that the different Help Desk Ticketing users have the ability to “group” multiple organizations to the same expense as so often happens. If you have additional questions about our new Ticketing Expense module for the Help Desk Software, just give us a call. Or if you require customizing for your own organization, just let us know. We often customize Cynergy so it fits your business model, which is how it should be….
