Users will be able to add reimbursement currency on the SalesTrip Personal Profile. Expenses created will be reimbursed based on the reimbursement currency entered.
Setting up Reimbursement Currency
Step 01 : Ensure that the org-wide multi-currency is activated/checked.
Under Company Information user will get multi-currency option to activate.
Step 02 : Define multiple currencies as per the business requirement.
Under Manage Currencies user will be able to define multiple currencies.
Step 03 : Define Users currency.
Under Users, Users currency can be set.
Step 04: Click on the App Launcher and type SalesTrip, Select the SalesTrip Personal Profile.
Step 05: Select the Reimbursement Currency(e.g. GBP)from the dropdown and Click Save Preferences.
Creating Expense using Reimbursement Currency
Example: Enter all the required details for creating an expense and save. Expense will be created showing Reimbursement Amount as "Reimbursement Currency (User Currency)" ,"GBP 48.32(USD 54.91)".
Creating Expense Report, by selecting Reimbursement Currency
Example: Enter Expense Report Name and select Reimbursement currency as GBP, User will be able to add all the expense created using reimbursement currency as GBP.