These are Release Notes for SalesTrip Engine Version 2.41, this release communicates the major new features/user stories/product improvements and defect fixes. This release upgraded features and bugs will help the client to use a few of the amazing features of SalesTrip - Trip and Expense Management.
Hotel Booking – Error Handling: If the Hotel Booking is failed due to any failure (e.g. non-availability of Hotel Room), User should get a proper error message stating reason for failure.
Expense Export Batches: User should be able to Export Expense Report, and it should group expense based on the User, Payment method, Currency.
User should also be able to cancel the expense export, but reimbursed expense can't be cancelled.
Expense Type – “Business Meal” with Attendees as Lead, Contact and User -Lead move to Contact on convert: User should be able to create an Expense Type – Business Meal with Attendees as Lead, Contact and User. After that once Lead is converted, it should move to Contact and the same should be reflected in Expense and from Lead entry it should move to Contact section.
Steps to Execute this functionality –
Step1 - Created Leads
Step2 - Create Expense Type – “Business Meal” with Attendees as Lead, Contact and User
Step3 – Convert Lead, Click on the Converted, then Select Converted Status
Once User Select Converted Status, will get the below pop-up window. Click on Convert button.
Step4 – Check the Expense created, Lead should be converted to Contact
Step5 – Check Lead Section, converted Lead shouldn’t be in the Lead list
Step6 – Check Contacts Section, converted Lead should be in the Contacts list
Hotel Booking – Cancellation: User should be able to cancel the Booked Hotel and amount should be refunded as per the Hotel Booking Policy.
Click on the Cancel Button.
Hotel Booking Confirmation – PDF generation: Once Hotel Booking is confirmed, PDF should be generated with all the booking details, and it should be attached with that Expense and Accommodation.