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Team Activity and Expenses
Team Activity and Expenses

Track team activities and expenses to learn more about the profitability of your accounts.

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over 6 months ago

tl;dr - Use team activity and expense tracking to help your sales team better manage customers

(1) Team Activity - Record your interactions with your Customers, including any calls, check-in or meetings. You can also attach expenses to these interactions, which will be sync into Xero as bills to pay.

(2) Expense Tracking - Incurred a general expense? Record this expense in OrderEZ and attach the related documents. They will also sync into Xero as bills to pay.

Team Activity

It's important to maintain a good relationship with your existing customers, as happy customers tend to buy more and they may even recommend you to new Customers. This feature is built for account management and it lets you log all your interactions with your existing customers. You can even record an expense and tie them to the Customer. If you have a Xero integration, these expenses will also flow into Xero as draft Bills to Pay.

Video Rundown

On web browser

Click on the Sales Dashboard tab, then click on the Team Activity subtab and "Add Activity".

Enter the name of the Customer and select the activity type (Call, Check-in or Meeting). Enter the date, time and description of the engagement. This will help you to keep track of your discussions. If needed, you can also add an expense to the engagement.

Once ready, click on "Go to Overview" and "Add Activity".

On OrderEZ mobile app

  1. Click on the "+" button at the bottom right of the app.

  2. Click on "Account Activity".

  3. Select the Customer and activity type. You can choose either Check-In, Meeting or Call (in the future these will be customisable!). Also, indicate the date and time, as well as a quick note about the interaction with the Customer.

  4. Under Expense details, enter the amount spent and tax details. If you do not have an expense to log for the meeting, you can leave the "Money Spent" field empty.

  5. Lastly, if you have any expenses, upload a picture of the receipt. You can upload multiple receipts from the same interaction. Once ready, click on Complete Activity.

  6. Click on "Yes, Complete Activity" and the interaction will be recorded. A corresponding expense will also be recorded.

Expense Tracking

Video Rundown

The feature allows you to have a centralized place to track all your expense. The sales team is always on the move reaching out to new customers, seeing existing customers, and generally doing the good work that helps suppliers grow and this feature is conveniently available on our native iOS and Android apps and desktop. We built it so the team will not be bogged down with administrative task, but rather will be out there smashing sales targets!

On web browser

On the Sales Dashboard page, click on the Expense Tracking subtab, then click on "Add Expense".

Select the expense type (Business Development, Travel, Others) and select the time and date. Leave a quick note about the expense, then click on "Next Step".

Enter the amount spent, tax rate and attach the receipt. Once ready, click on "Go to Overview" and "Add Expense".

On OrderEZ mobile app

  1. Click on the "+" button at the bottom right of the app.

  2. Click on "Expense".

  3. Select the expense type. You can choose either Business Development, Travel or Others. Also, indicate the date and time, as well as a quick note about the expense.

  4. Under Expense details, enter the amount spent and tax details.

  5. Lastly, upload a picture of the receipt. Once ready, click on Add Expense.

  6. Click on "Yes, Add Expense" and the expense will be recorded.

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