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

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Customising SalesTrip

• Define Expense Custom Type
• Create Custom Permission Set
• Create Mileage Rates
• Expense Type – Meals & Incidental Expenses
• Expense Type – Mileage
• Configure Default Business Purpose value

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Using SalesTrip

• SalesTrip Application Demo
• SalesTrip Overview
• SalesTrip Apps

Free Trial Help

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

Release Notes

• Release Notes – V2.41
• Release Notes – V2.40
• Release Notes – V2.39
• Release Notes – V2.38
• Release Note version 2.37
• Release Note version 2.34

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