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Each time you call your MobiDic™ and make a Call Report, you can leave expense information specific to that meeting. Simply tell your MobiDic™ the Expense Type, the date, a brief description and the amount and MobiDic will not only document the expense, but allow you to generate an Excel spreadsheet containing your finance information by selecting the MobiDic Finance Report. MobiDic will open a form that has options for selecting category and a date range.
MobiDic popup menu within Outlook (Formerly known as VSA.)
Select the period you wish to have a report on.
MobiDic will provide a detail finance report in Excel spread sheet for you.
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