This is your SalesTrip personal profile section, that must be filled in by every new user before they can start using SalesTrip. These settings are accessed via the "SalesTrip Personal Profile" application shown below:
This step is typically required once licence and permission set are assigned and user first starts using SalesTrip.
Note: identification such as passport, visa and/or driver license required for this setup.
- Using the left-menu, select Documents to add at least one form of identification information. This is required for trip booking purposes.
Next, again using left-menu, select Payment Methods - New Payment Method to enter any personal credit cards you use often for cash/out of pocket spend. (Don’t worry, we are PCI Compliant & the card number is encrypted upon save. Only the last 4 digits are visible throughout the app!)
*For pre go-live testing, please use any of the following “test card” numbers; enter random expiry & other detail.
After saving, search & select one card to be your Default Expense Payment Method - this means upon creating a new expense, this payment method will default. It can be changed if needed, expense by expense.
Search & select your Default Trip Payment (purchase) Method which may be a personal credit card. If your company has a corporate-travel card, they have set that up in Company settings.
Try it out: go to Expenses and enter a new expense. Verify the payment method defaults to card set as default.
Try it out: go to Trips and book a new trip. Verify the payment method used for purchase. Does it match?
While here, also set Trip Payment Currency. For all Travel Purchases within SalesTrip this will be the currency charged to the chosen credit card. Save.
And set your Trip “purchasing” currency - this will be the currency in which trips booking within SalesTrip are purchased. Choose home-country currency if available.
3. Finally, last step! From left-menu select Locations.
Confirm your Country of Residence (which we use for mileage calculations) as defaulted per your salesforce profile locale and enter preferred Trip Start Location & Mileage Start Location.
Trip Start Location will be used for finding trip-search results, perhaps you prefer a particular Airport, or Home or Office address. Default value can be overridden or updated trip by trip.
Mileage Start Location will be default starting location for personal car mileage reimbursement. Typically a home or office address. Default value can be overridden or updated as needed. Save.