Skip to main content

XBS Southwest - Add expenses

Add expenses such as Moves, Lease Returns, and Pickups

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

Additional Expense Options

Sidekick users: Your Regional Administrator has now configured "Other" additional expenses for you to select from. These fees will be pre-populated with a default amount and linked to the E-Automate item code. This will mirror other/misc fees you previously had in Sidekick.

Admin Configuration in Region setup showing default base charges:

Rep Entry on Additional Expense Page:

It is important to note that any expense entered will default to quantity one. In the above screenshot, you will see a single charge for a A4 printer. If you need a second charge, click save and you will have the ability to back in and update the amount. If a single quantity is $75. Double the amount to $150 if you need two (2) A4 printer moves included in your deal.

QTY 1:

QTY 2:

Please use this information to navigate the additional expense options effectively and optimize mirroring traditional fees in Sidekick. Happy selling!

Did this answer your question?