- You need a pro or premium account to use this feature
Creating a travel policy
Admins can manage travel spend by creating and assigning travel policies to travelers. they can create a default travel policy that applies to all employees and additional policies for specific travelers or groups.
- Go to Account settings
- Choose Travel management in the right hand menu
- Choose Travel policies
If you haven’t added a Travel policy before, you can also choose one of the recommended policies. This is the quickest way to add a policy and can be edited at any time.
If you want to manually create a policy, choose Create new policy.
Editing a travel policy
Travel policies can be tailored to fit your specific business needs. Here are the details you can modify for each service:
Flights
- Dynamic budget - Set a percentage cap which moves with fluctuating flight prices
- Maximum budget - Cap spend for all flights, regardless of destination
- Budget exceptions - Choose a different budget for specific countries or routes
- Booking window - Specify how many days in advance flight bookings need to be made
- Cabin classes - Choose what cabin classes are allowed
- Cabin class exceptions - Allow certain cabin classes for longer flights
Hotels
- Dynamic budget - Set a percentage cap which moves with fluctuating hotel prices
- Maximum budget - Determine the highest budget per room per night, regardless of destination
- Budget exceptions - Choose a different budget for specific cities or countries
- Booking window - Specify how many days in advance hotel bookings need to be made
- Maximum stars - Choose which hotel star rating travelers can book
Trains
- Dynamic budget - Set a percentage cap which moves with fluctuating train prices
- Seat classes - Choose which seat classes a traveler can book
- Maximum budget - Cap spend for all train journeys, regardless of destination
Cars
- Daily budget - Set the maximum amount travelers can spend per day on a car rental
- Booking window - Specify how many days in advance car bookings should be made