Logo
Submit a request
Sign in
  • Corporate Card Integration for Expense Reporting Corporate Card Integration for Expense Reporting
  • Getting Started with SalesTrip Getting Started with SalesTrip
  • What's New What's New

Corporate Card Integration for Expense Reporting

Integrating Corporate Card Transactions for Expense Reporting

  • AMEX Bank Feed Integration Forms
  • Integrating Corporate Card Transactions with SalesTrip

Getting Started with SalesTrip

SalesTrip User Training Resources

  • Review My Expenses
  • Expense Report-Submitting multiple expenses as a report for approval
  • Creating and Submitting a Mileage Expense.
  • Setting up a Payment Method
  • Setting up Personal Profile
  • Creating and Submitting new expense record
See all 7 articles

Installing SalesTrip

  • Configure QuickBooks Integration
  • SalesTrip Technical Requirements
  • SalesTrip Installation
  • Global Actions
  • Standard Object Lightning Actions
  • Setting up your SalesTrip Personal Profile for Travel & Expenses
See all 9 articles

Customising SalesTrip

  • Expense Type – Time
  • Reimbursement Currency
  • Opportunity Stage wise allocation for Expense
  • Setting up a Payment Method
  • Expense Creation
  • Home UI
See all 43 articles

Using SalesTrip

  • SalesTrip Application Demo
  • SalesTrip Overview
  • SalesTrip Apps

Free Trial Help

  • SalesTrip Overview
  • Travel Search & Booking
  • Expense Management
  • Managing Travel and Expense Spend

What's New

Release Notes

  • Release Notes – V2.54
  • Release Notes – V2.52
  • Release Notes – V2.50
  • Release Notes - V2.47
  • Release Notes - V2.46
  • Release Notes – V2.45
See all 33 articles

Can't find what you're looking for?

Submit a Request