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Resources & Documentation
The following are the links to available online resources, user guides, admin guides, and white papers.
Key Features
Manage Your Team Travel Schedule & Multi Level Approvals with lightning Experience and Salesforce1 Mobile
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Why Travel Management?
The 360-degree view of your team’s travel plans and approvals with expenses.
Easy setup
Just install the App. The default configuration for All users.
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Complete view from Pre-booked approved travel to Related Travel Expenses.
Expense Reporting Module
Expense Reporting Module
Complete view from Pre-booked approved travel to Related Travel Expenses.
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Multi Device Support
Effectively Manage Your Team Travel Schedule & Estimated Expenses via any device while on the road.
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Travel Management Dashboard pack offers a sample dashboard in this separate extension package
Reports & Dashboard
Reports & Dashboard
Travel Management Dashboard pack offers a sample dashboard in this separate extension package
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Key Features
Manage Your Team Travel Schedule & Multi Level Approvals with lightning Experience and Salesforce1 Mobile
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Pre-Book Multi Level Approvals
Manage Team Travel Request via Multilevel Approvals Process.
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Estimated Expenses
Ensure consistency in your travel authorizations with automatic cost estimates for airfare, hotels, meals etc..
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Travel Schedule
360 degree view of your team’s travel plans and approvals with status.
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Expense Reporting !New!
Expense Report Management it’s a module you can use for your external expenses as well.
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Travel Assistant
Send Email to your Travel Assistant with Travel Request details.
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Notifications
Instantly social with Chatter,Email easily collaborate with others.
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Salesforce1 & Lightning Experience Ready
A single place to manage travel approvals and expense reports, all from your mobile device.
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Report and Dashboard Extension
Travel Management Dashboard Extension offers a sample dashboard pack in this extension package.
Travel Approvals & Expense Reports
New! Natively built Expense Reporting module for Travel Approvals and General Expense Management!
- Complete view from Pre-booked approved travel to Related Travel Expenses
- 1-Click to create Expense Report with integrated pre-approved travel request and auto populated expense items from travel request. Add additional expenses items via desktop or smart device.
- Travel Management simplifies the Expense Reporting process for your entire organization. Pre-build approval processes for expenses reporting and export reports to submit to payroll.
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Travel Management Dashboards - Free Extension Pack
A free dashboard extension pack for Travel Management users. Requires an active Travel Management App license.
- It is simple and quick to install the dashboard and provides Travel Management customers with a jumpstart for building their own custom dashboards.
- Dashboard provides you a executive level view across your company for all the Travel Requests and Estimated expenses
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How to Get ?
This is the process of the installation of our app from AppExchange
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Visit AppExchange
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Click Get it Now
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Install in your Org
Simple Pricing
Select one of the following plans to pay either monthly or yearly (Save up to 30% when paying annually)
Annual Plan
$60
USD/user/year
- Paid Annually
- ✶FREE 30 day Trial✶
Monthly Plan
$7
USD/user/month
- Paid Monthly
- ✶FREE 30 day Trial✶
Training Videos
Learn More about Travel Management Features & Admin Training.