These are Release Notes for SalesTrip Engine Version 2.43, 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 few of the amazing features of SalesTrip - Trip and Expense Management.
What’s New
SalesTrip Preferences - My SalesTrip Profile – My Settings: User should be able to set and save their Preferences for Location, Payment Method, and Documents on the same screen. Once set and saved preferences, will be auto populated while creating Trip and Expense.
Expense Type - Business/Group Meal – Along with Attendees (Lead, Contact, User) and Total Attendees field another Attendees (Comma separated list) field created, and allocation will happen among entered Attendees only.
Case 1 – “Total Attendees” are more than “Attendees (Lead, Contact, User)” + “Attendees (Comma separated list) “entered, will allow to create an Expense and allocation will happened to Active Attendees only.
Allocation will happen in this way
Allocated Expense = Transaction Amount/Total Attendees
Allocated Expense = 1200 / 12 = GBP 100
Case 2 – “Total Attendees” are not entered, will allow to create an Expense and allocation will happen to Active Attendees only.
Allocation will happen in this way
Allocated Expense = Transaction Amount/ No of Attendees [“Attendees (Lead, Contact, User)” + “Attendees (Comma separated list) “]
Allocated Expense = 1200 / 6 = GBP 200
Case 3 – “Total Attendees” are less than “Attendees” [“Attendees (Lead, Contact, User)” + “Attendees (Comma separated list) “] entered, will not allow to create an Expense.
Review My Expenses – User will get this new functionality to upload Receipt for all the expenses which does not have any receipt attached and Expense must be in the Draft status. This will also list all the Expenses done using corporate card.
Once file is uploaded it will show green eye icon, but user can view and download the attached file.
User will get feature to Filter Expenses
By Transactions
By Search
By Date Range
