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Tres

This section of our Knowledge Base houses both articles and training videos related to Tres. Please use the search field above to add keywords and search for your topic. If you are having trouble finding what you need please use the Support button on the bottom of the page to ask for help.

  • Getting Prepared for Tres
  • Getting Started with Tres
  • Navigating Tres - Search
  • Settings
  • Profiles
  • Trip Management
  • Direct Connect
  • Payments
  • Client Itinerary
  • Activities
  • GDS
  • Reconciliations
  • Reports in Tres
  • Views in Tres
  • General Ledger
  • Bank Management
  • Routines in Tres
  • See all sections...
  • Tres Training Classes for Advisors, Back Office and Administrators
  • Differences between ClientBase and Tres
  • Difference between an Action and a Task in Tres
  • New Client/Traveler Form
  • Document Acknowledgements
  • Email Templates Library
  • Schedule Emails in Tres
  • External Affiliations
  • Integrating Tres with AXUS Travel App
  • Browser Language Settings for Tres
  • Tres Protocols, Security and Backups
  • Tres API

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