The expense module allows for greater control over additional costs involved in your service. With this feature, it is possible to create units of measure and set standard values for each, so that when a certain quantity of one of these units is entered, the system automatically calculates the amount to be charged.
You can also extract data related to the expenses of a service through the service report.
In this article, you will see:
How to register expenses
First, you need to enable this parameter for the profile you need in Movidesk.
To do this, go to Settings > People > Access Profiles and select the profile you want.
In the “Records” tab, enable the “Allow the registration of expense types” parameter.
By doing this, you will be able to see the “Expense Types” option in the “Records” menu (Settings > Records > Expense Types).
To create a new expense, click on this option and then on the +.
On this screen, give a name to the expense and specify its unit of measure.
The “Enabled” option indicates that this expense can be used in the system, while “Disabled” will not display the expense.
In Parameters, you can specify if automatic calculation should be performed. If this option is enabled, indicate the value per unit (in reais) and the minimum quantity to start the billing.
Then, you can choose if this expense will be visible to the client and if it can be included in the Service Report (SR).
Now, just Save and your expense will be available in the listing.
How to record expenses on the ticket
On the desired ticket, click on $ and a new line for entry will appear.
Specify the date of the expense, the type, the quantity, and its value.
To add another type of expense, click on the +.
After adding the action or saving the ticket, you will be able to see the expense entries in Options > Records, and you can also filter by the type of expense you want to view.
On this screen, you can generate the Service Report, in which the expenses will be included.