Add SalesTrip Payments tab to SalesTip app homepage:
Click on Personalise your nav bar button (pencil on the right hand side of the navigation bar) => Add More Items => All => SalesTrip Payments =>Add 1 Nav Item
Once the above are done, you will see SalesTrip payments tab in the navigation bar.
Once tab is added, create Expense Pending Reimbursement List View:
Create Update Payment Status Action:
Setup => Object Manager => SalesTrip Payment => Buttons, Links and Actions => New Action
- Action Type = Update a Record
- Standard Label Type = Update [Record]
- Name: Update payment Status
Once you created a new action add Status and Date the action layout.
Add Action to theSearch Layout:
Setup => Object Manager => SalesTrip Payment => Search Layouts => Search Results => Edit
Select Update SalesTrip Payment action from Available Quick Actions & click Save.
