Step 2 - How to Add Expenses

Similarly to Time Entries, there are two ways to add expenses to Service Requests:

Option 1:

1. Make sure you have accepted the Service Request assignment sent by the Pinkerton Operations Manager.
   
   
2. OPEN the SERVICE REQUEST (USR) and go to the Expense Details tab.
   1. From your Dashboard, click 'VIEW ALL' right next to the graph. This will bring up a list of all USRs assigned to your company.
   2. On the list, locate the USR you would like to add expenses for and click the USR number to open it.
      
      
3. At the top right, click ADD EXPENSE.
   
   
4. Select the agent you wish to add an expense for, fill in the details and click SAVE at the top right corner.
   • NOTE: Any expense other than mileage or per diem must have a valid receipt. A valid receipt must show who, what, where, when, how much and provide proof of payment.
     
     

Option 2:

1. Make sure you have accepted the Service Request assignment sent by the Pinkerton Operations Manager.
   
   
2. From your Dashboard, at the top right, click ADD EXPENSE.
   
   
3. Fill in the details and click SAVE.
   • NOTE: Any expense other than mileage or per diem must have a valid receipt. A valid receipt must show who, what, where, when, how much and provide proof of payment.