That’s why we created the Travel & Expense Policy Guide—a practical resource designed to help finance leaders, HR, procurement, and travel managers write or refine a policy that works for everyone involved.
Travel & Expense policy: Why this guide matters
The guide breaks down the complexity of T&E policies into seven simple steps. You’ll learn how to:
- Set clear goals so your policy aligns with business priorities like cost control, efficiency, safety, and sustainability.
- Cover the essentials—from booking workflows to bleisure guidelines—without overcomplicating things.
- Define traveler permissions and trip approvals to make compliance easy and consistent.
- Create expense categories and reimbursement rules that keep reporting streamlined and accurate.
- Communicate and maintain the policy so employees don’t just know it exists—they understand it, follow it, and trust it.
Practical solutions for common T&E challenges
If you’ve ever struggled with questions like:
- How do we balance traveler convenience with budget discipline?
- How do we make policies more inclusive and accessible?
- How do we ensure compliance without adding more admin burden?
This guide has solutions. It shows how to structure policies that anticipate these issues, making it easier for travelers to do the right thing and for stakeholders to maintain control.
Bonus content: a ready-to-use template
To make implementation even easier, the guide includes a Business Travel & Expense Policy Template. This customizable framework gives you a head start, so you’re not starting from a blank page. You’ll find prompts, examples, and best practices you can adapt to your organization’s unique needs.
Build a policy that works for everyone
A well-crafted T&E policy delivers more than cost savings—it enhances traveler experience, supports duty of care, and builds confidence across your organization. With the right structure in place, you can reduce administrative headaches, boost compliance, and unlock new opportunities for visibility and savings.
Download the Travel & Expense Policy Guide today and take the first step toward a smarter, more effective policy.
