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How do I use form data for invoicing or expense tracking?

To use form data for invoicing or expense tracking:

  1. When creating a form, include fields that capture essential details, such as materials used, time spent, and any fixed costs.
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  2. Once forms are filled out, view them in the Forms section of the platform.
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  3. Review the data collected to ensure accuracy for invoicing or expense purposes. ​

  4. Export the form data as a report, if needed, to streamline billing and expense tracking.

By capturing detailed cost information in each form, you can quickly generate invoices or track expenses based on real-time data submitted by employees.

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