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Flight Path by Tern · September 25 · 37 min

Let Clients Choose Exactly What They Authorize

🌟Check out Tern Today: https://tern.travel/ Subscribe to our podcast: YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKX Spotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ew Follow us on socials: Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw== Facebook: https://www.facebook.com/ternsoftware Join our community group: https://www.facebook.com/share/g/1PVUWN6zK1/ Episode Overview CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner walk through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize. They also cover mobile-friendly search pages, an experiment to lower AI costs, and near real-time reporting, then preview Quick Booking and the Users Conference. Episode Topics (02:15) TPI onsite: Molly shares how AI reconciliation handled a 275-step supplier statement cleanup. (12:09) Opt-in authorization: clients now check each item they want to authorize. (18:25) Mobile updates: Trips, Tasks, and Contacts fit your phone, with a labeled Actions menu. (23:05) Lowering AI costs: a live experiment tests more efficient tool use. (30:48) Quality of life: cleaner dashboard payments, near real-time KPIs, and AI chat variables. (34:18) Looking ahead: Quick Booking beta and collaborative trip templates. Show Highlights Clients choose exactly which items to authorize Search pages work better on your phone KPI dashboard updates in near real time Quick Booking beta arrives next week Users Conference registration closes October 1

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🌟Check out Tern Today: https://tern.travel/

Subscribe to our podcast:
YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKX
Spotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ew

Follow us on socials:
Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==
Facebook: https://www.facebook.com/ternsoftware

Join our community group: https://www.facebook.com/share/g/1PVUWN6zK1/


Episode Overview

CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner walk through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize. They also cover mobile-friendly search pages, an experiment to lower AI costs, and near real-time reporting, then preview Quick Booking and the Users Conference.


Episode Topics

(02:15) TPI onsite: Molly shares how AI reconciliation handled a 275-step supplier statement cleanup.
(12:09) Opt-in authorization: clients now check each item they want to authorize.
(18:25) Mobile updates: Trips, Tasks, and Contacts fit your phone, with a labeled Actions menu.
(23:05) Lowering AI costs: a live experiment tests more efficient tool use.
(30:48) Quality of life: cleaner dashboard payments, near real-time KPIs, and AI chat variables.
(34:18) Looking ahead: Quick Booking beta and collaborative trip templates.


Show Highlights

  • Clients choose exactly which items to authorize
  • Search pages work better on your phone
  • KPI dashboard updates in near real time
  • Quick Booking beta arrives next week
  • Users Conference registration closes October 1
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