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

• Multi-allocation of Expenses
• Trip Request Approval
• Adding fields to Expenses
• Configuration Best Practices
• Business Purpose & Universal Lookup
• Configuring “Business Purpose” for Custom Objects

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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 Note version 2.17 - Adding Agodo.com hotels
• Release Note version 2.16 - Quickbooks integration
• Release Note version 2.15 - Trainline integration
• Release Note version 2.13 - Address Verification (AVS)
• Release Note version 2.12 - Corporate Card updates
• Release Note version 2.10 - Merge Duplicate Expenses

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