HOW TO SEE A LIST OF SUBMITTED SPIFF's
Go the Task Calendar View for finding your list of Spiffs.
Click on the left bottom most "SPIFF LIST" to see as pointed out in the screenshot
This is the SPIFF Dashboard. You can view all the Spiff's you have submitted and manage new and existing Spiffs.
HOW TO SUBMIT A NEW SPIFF FROM THE FIELD
- Go to Billing option.
- Click on the "Add Spiff" button in the top left corner of the screen to see the Spiff templates.
- Select the relevant spiff template from the drop down list.
- Select the Invoice Number from the drop down menu.
- Toggle the button near the amount, then click on "Save" or "Save and Submit".
Here is the updated status of the Spiff on the job to “Saved” and “Submitted”.
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