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.
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.
Multi Device Support
Effectively Manage Your Team Travel Schedule & Estimated Expenses via any device while on the road.
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
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.
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
How to Get ?
This is the process of the installation of our app from AppExchange
Visit AppExchange
Click Get it Now
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.