FAQs in this section
Can I customize the picklist fields in the Expense module?
How do I install the Expense module in Vtiger CRM?
What is the Expenses module in Vtiger CRM?
Is the Expenses module available as an add-on in Vtiger CRM?
Can I record the expenses like food, and travel incurred while closing a deal?
How do I record the expenses like food, and travel incurred in the Expenses module?
Is approval needed from Managers for the Expense record created in the Expense module?
What are the benefits of the Expense module in Vtiger CRM?
How do I create an Expense record in the expenses module in Vtiger CRM?
How do I view an Expense record in the expenses module in Vtiger CRM?

How is the Expense module useful for Field Sales agents?

The Expense module is used by sales agents to record expenses spent during their official visits to customers.

They can upload related documents for the expenses spent when creating an Expense record. The agents have to create expense records and submit them to their managers for approval.

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube