Travel & Expense Policy

Discover our sample travel and expense policy that promotes responsible spending and efficient processes for business travel. Follow our guidelines to ensure cost-effective travel arrangements, streamlined expense reimbursement, and compliance with our preferred vendors and rates.

Table of Contents


At [Company Name], we understand that business travel is an essential part of our operations and can contribute to the growth and success of our organization. This travel and expense policy is designed to provide clear guidelines for employees to follow when traveling for business purposes and incurring related expenses. By adhering to this policy, we aim to ensure responsible spending, efficient processes, and the well-being of our employees.

Policy Guidelines

  1. Travel Authorization: All business travel must be authorized in advance by the employee’s supervisor or department manager. This includes providing the purpose of the trip, estimated expenses, and expected duration.
  1. Booking and Travel Arrangements: Employees are required to make travel arrangements through our designated travel agency or approved booking platforms. This ensures compliance with our preferred vendors, negotiated rates, and travel policies. Any deviations from these arrangements must be approved in advance.
  1. Transportation: Employees are encouraged to use the most cost-effective and efficient means of transportation for business travel. This may include air travel, train, or car rental. Economy class should be selected for flights unless specific business requirements justify an upgrade.
  1. Accommodation: Reasonable and appropriate accommodations should be selected, taking into consideration cost, safety, and proximity to the business location. Employees should adhere to our preferred hotel providers and rates whenever possible.
  1. Meals and Entertainment: Reasonable meal expenses will be reimbursed for business-related activities. Employees should keep itemized receipts for all meals and adhere to our expense reimbursement limits and guidelines. Entertainment expenses should be directly related to business activities and require prior approval.
  1. Expense Reimbursement: Employees are required to submit expense reports promptly upon completion of their trip. Expense reports should include all relevant receipts and be submitted in accordance with our expense reporting procedures. Reimbursement will be made in a timely manner, following proper verification.
  1. Expense Approval: Expense reports must be approved by the employee’s supervisor or department manager. Any expenses that fall outside of the policy guidelines must be accompanied by appropriate justification and approval.
  1. Currency Exchange: Reasonable expenses for currency exchange fees or charges incurred during business travel will be reimbursed. Employees are encouraged to use cost-effective methods for currency exchange, such as local ATMs or credit card payments when possible.
  1. Personal Expenses: Personal expenses incurred during business travel, such as personal phone calls, entertainment not related to business activities, or personal purchases, are the responsibility of the employee and will not be reimbursed.
  1. Non-Compliance: Failure to comply with this travel and expense policy may result in the employee being responsible for their expenses or disciplinary action, up to and including termination of employment.


By following these travel and expense guidelines, we can ensure responsible spending, efficient processes, and the well-being of our employees. This policy is intended to provide clarity and promote transparency in all travel-related activities. If you have any questions or need further clarification, please contact the Finance Department or refer to the full travel and expense policy document.