Setting Up Company Policies

You can manage travel rules on the Company Policies page. There you are able to create one policy for the entire company or create different policies for various teams.

Below are some common goals that we see among our customer base. By combining multiple rules you can create much more intricate and powerful policies.

Goal	Trigger	Action
Hide everything except economy flights	When cabin is not economy	Hide result
Hide basic economy flights	When airline is Delta Airlines and flight class is E	Hide result
Require approval for booking expensive travel (regardless of route)	When relative price is more than 20% compared to the lowest price	Require approval from manager
Hide potentially bad hotels	When star rating is below 3 stars	Hide result
Require preferred hotel chains	When hotel chain is not Starwood and hotel chain is not Marriott	Hide result
Require using company credit card	For all travel	Require payment using company card
Require reason for booking expensive travel	When price is above $1000	Show required custom report field Reason for Policy Exception
Fill out custom field for reporting purposes	For all travel	Show required custom report field Trip Purpose