These are Release Notes for SalesTrip Engine Version 2.69, 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.
Edit Business Purpose –
We fixed this issue, now user will be allowed to edit and manage Standard Objects seamlessly within your expense records. Whether it's an Account, Opportunity, Contact, or other standard entities, you now have the power to modify or remove them during expense creation. Rest assured, your changes will be accurately saved, and all associated values will be correctly calculated.
TravelPerk Integration –
Introducing TravelPerk Integration!
Now, users have the exciting opportunity to seamlessly book both "Flights" and "Accommodations" directly through the TravelPerk Application. Experience the convenience of organizing your travel essentials all in one place. Once booked, your ticket details will be effortlessly accessible under the "Trips" Tab, ensuring you always have your travel plans at your fingertips. Additionally, you can easily track and manage your expenses related to these bookings in the "Expense" Tab.
TravelPerk Integration: Your gateway to smoother travel planning and hassle-free expense management. Explore, book, and journey with ease!
Multiple Scan Receipts mapping through Corporate Card –
Streamlined Expense Management with Salestrip Scheduler!
Experience effortless synchronization of expenses made through your Corporate Card with the Salestrip Application. Our advanced Scheduler ensures that your transactions are seamlessly integrated into the system.
When the Scheduler runs, your expenses are automatically pulled and cross-referenced with existing entries created through the "Scan Multiple Receipts" feature. This intelligent matching process analyses the Purchase Date, Payment Method, and Transaction Amount to attach receipts to the appropriate expense entries.
What's more, the process works both ways! If you've already synchronized expenses in Salestrip and later use "Scan Multiple Receipts," the same matching criteria are applied, and receipts are linked accordingly.
Managing duplicates is a breeze too. Our user-friendly interface offers you the option to review and merge duplicate records, ensuring your expense history remains clean and clutter-free.
Say goodbye to manual matching and hello to efficient, accurate, and organized expense tracking with Salestrip Scheduler!
Expense Report - Submit for Approval –
Effortless Approval Process!
When you submit an Expense Report for approval, the designated Approver will be instantly notified through both a notification and an email. By simply clicking the provided link, the Approver gains access to a range of actions.
Upon opening the link, Approvers are presented with three choices: Approve, Reject, or Reassign. But that's not all! A comprehensive review option is also available. This allows Approvers to thoroughly assess all Expense details before making their decision. This ensures accurate and informed approvals, rejections, or reassignments.
Experience a streamlined and well-informed approval process that empowers both submitters and Approvers alike.