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About

Our knowledge and first-hand experience in the private equity field allows us to provide domain expertise and suggestions for best practices. We work with well-established firms looking to migrate from inefficient legacy systems, new firms that are just getting started, or spin-off entities that need to set up their own back office. We can also make recommendations to optimize your GL set up to improve your ability to track expenses within your accounting software. TripsWare manages expenses from all sources for all aspects of deal flow including fund raising, due diligence, portfolio company management, and management company overhead. Combine all your Credit Card and Out of Pocket expenses on one report, submit individual reports by project or trip or in combination.

About

Get reports on standard and custom field usage for insight into data quality. Ever wish that you could finally achieve that perfect, clutter-free page layout that you’ve been dreaming about? Unpopulated fields in your Salesforce Org cause confusion, skew reports, and make basic admin duties more difficult than they need to be. Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization. With a simple install, an intuitive user interface, and an easy-to-export report, Field Trip has made analyzing your fields quick and painless. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Expense Report platform for companies

Audience

Companies that use Salesforce and want to clean up unused fields

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

TripsWare
www.tripsware.com

Company Information

ZoomInfo
Founded: 2007
United States
zoominfo.com

Alternatives

Neo

Neo

American Express Global Business Travel

Alternatives

Proof MRM

Proof MRM

ProofAnalytics
RollUp Magic

RollUp Magic

Ksolves India Limited
NeeyamoWorks Expense

NeeyamoWorks Expense

NeeyamoWorks
Report Sender

Report Sender

CloudAnswers

Categories

Categories

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Integrations

Salesforce
ZoomInfo

Integrations

Salesforce
ZoomInfo
Claim TripsWare and update features and information
Claim TripsWare and update features and information
Claim ZoomInfo Field Trip and update features and information
Claim ZoomInfo Field Trip and update features and information