Travel and Expense
4 Steps to a Modern Travel & Expense Policy
Business travel is roaring back—yet today’s routes look nothing like a few years back. Think ever-shifting border rules, sustainability mandates, and a workforce that blends office, remote, and on-the-road days.
No surprise T&E managers feel the pressure. The latest SAP Concur guide, “Crafting Your Travel and Expense Policy”, lays out exactly how to reset your policy for 2025 and beyond.
Below is a quick hit-list to whet your appetite:
1 | Start with the “Why” — Then Keep It Short
A good policy isn’t a phonebook. Employees read—and follow—guidelines that are clear, skimmable, and aligned with company culture. Bullet points beat legalese; summaries trump novellas.
Tip: Lead with your guiding principle (“act in the company’s best interest”) before diving into the rules.
2 | One Size Never Fits All
Risk tolerance, approval flows, even traveller wellness expectations differ from one organisation to the next. The e-book walks through questions to ask execs so you nail the right balance between empowerment and control — without punishing the 95% who already do the right thing.
3 | Map a Crystal-Clear Table of Contents
Travellers care about per diems and class-of-service; finance cares about receipt rules and GST. A smart TOC lets both find answers fast. Must-cover headings include: preferred suppliers, personal travel add-ons, receipt requirements, audit process, and country-specific addenda.
4 | Bake the Rules into Automation
Writing a policy is half the job. Embedding it in an automated T&E platform — AI auditing, card feeds, mobile receipt capture—turns “policy policing” into invisible compliance and 100 % spend visibility.
The Route to Success: Crafting Your Travel and Expense Policy
Whether creating T&E policies for the first time or updating your current policies, this guide is designed to help you write a document that your teams will use and follow.
Download nowWhy Download the Full Guide?
- Templates & wording you can copy-paste straight into your handbook.
- Visual workflow from booking to reimbursement, showing where automation plugs in.
- Annual review checklist to keep pace with evolving tax, health, and sustainability rules.
