Expenses, Receipts and Rework | Check, Adjust and Reimburse Claims | Cloudby Training

Lesson 6 of the Cloudby Service module series. Follow the money on a field job: a technician claims expenses on the phone and attaches the receipts, and the office checks each claim against its receipt in the file viewer, corrects a mistake, rejects a claim, and sends the job back for a missing document. The Report then shows who spent what and what is to be reimbursed. Advanced mode. You will learn: • How a technician claims an expense on the phone and attaches receipts and documents • How to open a job's files in the viewer, zoom in to read a receipt, switch files, and page through a PDF • How to correct a claim with Adjust, when a receipt does not match the amount • How to reject a claim with a reason, and what that means for reimbursement • How to send the job back to ask for a missing document, and how the crew answers it on the phone • How to read the Report: who claimed each expense, and the amount to reimburse per person Chapters 0:00 Expenses, Receipts and Rework 0:04 Welcome 0:38 Claim and prove it 1:46 Check the receipts 3:21 The crew completes it 3:49 Accept and report 4:35 Recap Prerequisite: Lesson 5 (Ad-hoc Jobs). Next in the series: partial completion. https://www.cloudby.co #Cloudby #FieldService #Expenses #Tutorial