Expenses and Compliance

Welcome to episode five of the Softloomer Pharma series, by Softloomer. Today we cover rep expenses and their approval, then the compliance dashboard and suspicious incidents.

In Expenses, Ahmed sees his own expenses by category — fuel, parking, meals, hospitality, gifts — and the status of each one.

He adds a new expense: a description, the Fuel category, and the amount. He can also link it to a visit and attach the receipt.

He saves it and submits it for approval. The status changes to Submitted, waiting for the manager.

Gifts have a limit. A 650 riyal gift is refused, because the SFDA limit for a gift to a healthcare professional is 500 riyals.

He corrects the amount to 450, saves, and submits it.

Now we switch to Nasser, the manager. The Pending Approval filter shows the team's submitted expenses.

He opens the expense and approves or rejects it. Once approved, the Paid button records the reimbursement to the rep.

This is the compliance dashboard. It gives the team an overall score, then lists everything that needs attention.

For example, doctors' licenses expiring within thirty days, and licenses that have already expired.

And visits checked in far from the customer's registered location, with the distance and the rep's name.

Suspicious Incidents are detected automatically every day: suspicious GPS check-ins, very short visits, and licenses about to expire.

The manager opens the incident to see the details and the related visit, starts a review, and later closes it as resolved or as a false alert.

Finally, the SFDA samples report: pick the period, rep and brand, and print a statement of every sample handed out, with its batch number.

In the final episode, we explore reports, analytics, and rep coaching. This was the Softloomer team. Thanks for watching.