These are Release Notes for SalesTrip Engine Version 2.52, 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 - Expense Management.
What’s New
Salestrip Expenses
We separated Trip from Expense. Based on the client and their business requirement, came up with “New App – Salestrip Expenses” which solves completely Expense Management for any Firm/Organization, it can also be used for any single user/individual to manage expenses.
Salestrip Expenses is an application that automates expense management, receipt tracking, Reporting, Dashboard. It streamlines your entire pre-accounting process and syncs seamlessly with third party tool/app like Account seed, QuickBooks, etc. Salestrip Expenses saves countless hours of exhausting manual entry with one-click expense reports in real-time.
User can get the below features –
- Create/Edit/Delete Account
- Create/Edit/Delete Opportunity
- Create/Edit/Delete Trip
- Create/Edit/Delete different type of Expenses.
- Option for Bulk Expense Approval
- Review My Expenses feature to review expenses and on the same screen user can do bulk edit.
- Expense Reports
- Credit Card Import
- Reimbursement
- Easily Export Expenses in batches (One Time, Weekly and Monthly basis) and create different type of Reports.
- Dashboard with single view to look into the action items and Reports.
Salestrip Home UI Screen : User should be able to view the below information
- Inbox
- My Expenses – Draft
- My Expenses – Pending Approval
- My Expenses – Pending Reimbursement
- My Expense Report – Draft
- My Expense Report – Pending Approval
- Dashboard
- Reimbursed
- Receipt Unattached
- Card Unmapped Transactions
- Bulk Expense Approval
- Review my Expenses
- Expense
- Expenses this month (total number) along with % increase or decrease compared to previous month
- Spend this month (total amount) along with % increase or decrease compared to previous month
- Reimbursement
- Reimbursed this month (total number) along with % increase or decrease compared to previous month
- Reimbursement Amount this month (total amount) along with % increase or decrease compared to previous month
- Expenses by Current Month – Chart, shows Purchase date vs Reimbursement Amount
- Expenses by Type – Pie Chart, shows no of Expenses for each type and % increase or decrease compared to previous month
For more details - https://support.salestrip.com/hc/en-us/articles/7227750223900-Home-UI
Expense Creation : User will get option to create Expense by 2 ways
- Scan Receipt
- Manual Expense Capture
For more details - https://support.salestrip.com/hc/en-us/articles/7228640332316-Expense-Creation
Payment Method : User will get option to create 3 Payment Method
- Cash
- Personal Card
- Corporate Card
Note - Apart from this more payment method can be added like Cheque, Paypal, Transfer, Invoice, based on the client business need.
For more details - https://support.salestrip.com/hc/en-us/articles/7229022851740-Setting-up-a-Payment-Method
Opportunity Stage wise allocation for Expense : Expense created using Account, Opportunity (as Business Purpose) and Contact(as Attendees) roll up to Account based on the allocation.
For more details - https://support.salestrip.com/hc/en-us/articles/7229232974620-Opportunity-Stage-wise-allocation-for-Expense