Step 01: Navigate to the “Expenses” Tab on the “Salestrip Expenses” page and Click on the New button to create a new expense.
Step 02: Click on the Manual Expense Capture and Select the Expense type that you want to create the expense.
The user should be able to view the Standard Fields in the Default Fields section.
Step 03: Whenever the appropriate expense type is selected, the user can able see the dependent fields in the Dependent Field Section. (e.g. Business Meal, Hotel, Per Diem and Mileage).
Step 04: In the Additional Field Section, the User will get the additional fields as per the business requirements. For Example, Country and City are the additional fields that are associated with the business meal, it will visible only when the business meal is selected.
Step 05: After entering all the required fields, click Save as Draft.
To Add Save and Submit button on the expense creation page:
- Ensure that the Expense Approval process is active.
- Make sure the Approval API Name is configured correctly on the Expense Approval custom setting.
Step 01: Navigate to the Setup page.
Step 02: Type Custom Setting in the quick find and Click the Manage button next to the SalesTrip Setting.
Step 03: Click Edit and check the Submit Expense for Approval checkbox.