Pre-Book Multi Level Approvals With Expense Reporting

Improve Sales Activity Management in Salesforce with

Pre-Book Approvals
Estimated Expenses
Travel Schedule
Expense Reporting
Travel Assistant
Notifications

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

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.

Process Image
Process Image

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.

Process Image

Multi Device Support

Effectively Manage Your Team Travel Schedule & Estimated Expenses via any device while on the road.

Process Image
Process Image

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

Process Image

Key Features

Manage Your Team Travel Schedule & Multi Level Approvals with lightning Experience and Salesforce1 Mobile

Pre-Book Multi Level Approvals

Manage Team Travel Request via Multilevel Approvals Process.

Estimated Expenses

Ensure consistency in your travel authorizations with automatic cost estimates for airfare, hotels, meals etc..

Travel Schedule

360 degree view of your team’s travel plans and approvals with status.

Expense Reporting !New!

Expense Report Management it’s a module you can use for your external expenses as well.

Travel Assistant

Send Email to your Travel Assistant with Travel Request details.

Notifications

Instantly social with Chatter,Email easily collaborate with others.

Salesforce1 & Lightning Experience Ready

A single place to manage travel approvals and expense reports, all from your mobile device.

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.

image-1
image-1
image-1
image-1

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

image-1
image-1

How to Get ?

This is the process of the installation of our app from AppExchange
Process Image

Visit AppExchange

Process Image

Click Get it Now

Process Image

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✶

✶Discounts are available for nonprofits – please email us at [email protected] for details✶

Customer Reviews

Read What’s The People Are Saying About Our Apps
  • Great travel approval app

    Needed a quick travel approval and tracking app for Salesforce. Travel Management fit the bill. Easy to work with and the developers went above and beyond get us up and running.

    Client Image
  • Travel management - great customer support

    I have needed to get in touch with Travel management support as we are new to salesforce and the App and they were extremely responsive. The App is user friendly and is helping us simplify our processes. I recommend it!

    Client Image

Training Videos

Learn More about Travel Management Features & Admin Training.