Medical Rep Expense (TA/DA) Management Software
Expense claims without the paper. Reps claim from their phone, managers approve with the visit and route in front of them, and HR pays through payroll.
What is medical rep expense management?
Field reps spend money every day on travel, fuel, meals, lodging on tours and engaging doctors. Collecting those claims on paper, checking them against what the rep actually did, and getting them paid takes managers and HR hours each month.
RxRep puts the whole flow in one place. Reps claim expenses from their phone, attach a receipt and link the claim to the visit or day it belongs to. Managers approve or reject it from their Pending Approval list, with the rep's visits and GPS route for that day a click away. Approved claims go to HR, who mark them paid or include them in the payroll run. Daily field allowance can be set as an HR policy and paid for each counted working day.
Why do pharma companies need expense management?
- Paper claims and receipts get lost on the way to head office
- Hard to check a fuel claim against where the rep really went
- Approvals pile up and reps wait weeks to be paid
- HR re-types claims into payroll by hand
- No clear picture of field costs by person or category
Key Features
Claim from the phone
Reps claim travel, fuel, meals, lodging, tolls, parking, doctor engagement and other expenses in a few taps.
Receipts attached
A photo of the receipt goes with the claim, so nothing is lost in the post.
Linked to the work
Link a claim to the doctor visit, pharmacy visit, day or tour it belongs to.
GPS distance
Each day's travelled distance, measured along the roads, helps managers check travel and fuel claims.
Manager approval
Claims go to the rep's manager to approve or reject, from one Pending Approval list.
Paid through HR
Approved claims reach HR, who mark them paid or include them in the payroll run.
Daily field allowance
Set a daily allowance as an HR policy for the whole company, a department or a person, paid for each counted working day.
Works offline
Claims can be saved without signal and are sent when the phone is back online.
How RxRep Helps
Without RxRep
- Paper forms and receipts in envelopes
- Fuel claims taken on trust
- Approvals by signature and phone call
- HR re-types claims into payroll
- Allowances worked out in spreadsheets
With RxRep
- Claims and receipt photos from the phone
- Claims checked against visits and GPS distance
- One Pending Approval list for managers
- Approved claims go straight to HR and payroll
- Daily field allowance set once as a policy
Benefits
Frequently Asked Questions
Ready to put medical rep expense (ta/da) management software to work?
From $7 per user per month. Start with a 7-day free trial, or let us show you around first.