Customising SalesTrip
Recommended SalesTrip application configuration based on travel industry Best Practices
- Customising Expenses
- Configuration Best Practices
- Business Purpose & Universal Lookup
- Configuring “Business Purpose” for Custom Objects
- Configure Flight Approvals
- Configure Expense Approvals
- Auto Submit Airfare Expenses
- Set Up Payments Tab
- Configure Email Service
- Budget Fields
- Audit Thresholds
- SalesTrip Expense Totals
- Select Fields to Display on Bulk Expense Approval Page
- Activating Per Diem Rates
- Using SalesTrip Expenses in a Community
- Configure Corporate Card Feed Import