Download Template

Travel Policy Template

A clearly defined expense policy eliminates confusion and fraud.

When building your policy, remember it exists to keep spending at a level that’s right for your business. To eliminate confusion, provide examples of allowable and non-allowable expenses.
Setting these clear guidelines is the first part of creating a (nearly) foolproof policy. The second part is communicating and implementing it.
A few tips for a successful policy:
-Involve stakeholders in the process—striking a balance across their varying needs increases your chances of adoption and better serves your business as a whole
-Keep it updated—if you haven’t updated your policy in two years or so, it’s probably outdated
-Don’t be too vague—employees’ varied backgrounds and values can lead to drastically different interpretations of a vague policy
-But still keep it simple—the longer and more nuanced your document, the more likely employees are to skim over it or ignore it all together

Download and customize TravelBank’s white-labeled travel and expense policy.

Download Template

“
Everything expense related is now at our fingertips.
Cameron Hartman, Structural Concepts, AP Supervisor
“
TravelBank gives us access to the expense data we need to align spend with business goals and save company money.
Jeff Blankenship, West Tennessee Healthcare, Chief Financial Officer
“
Having flight, hotel, and rental car all in one location is beyond convenient and has allowed our team to be able to travel together.
Aubrey L., G2, Support and Operations Team Lead
“
With TravelBank, we get better rates, and have better tracking and controls. It’s an all-around improvement.
Rene Crosswhite, GardaWorld, Senior VP of Finance and Administration
“
Our company is fully remote. TravelBank is a seamless way to manage those details and logistics.
User Review, G2
“
We’ve been able to organize all of the travel expenses in one place, and saved a lot of money in the long run.
User Review, G2
“
Ease of workflow, communication with administrative management for reimbursement of travel expenses, meals, department supplies, etc.
Kendra, G2, RN Site Supervisor
“
I love how easy it is for our employees to use and it makes expense tracking so much easier and more accurate.
Laurie H., G2
“
This app allows the Finance Team to quickly audit expense reports. Very user friendly and I love the travel options.
Arthur G., G2
“
TravelBank saves us a ton of time and paperwork and chaos.
Joel Martin, OnRamp, Senior Manager of Customer Operations
“
Effortlessly add users and manage privileges. TravelBank tracks spending, offers great reporting and analytics.
Raymond L., LendingHome
“
TravelBank helps us to keep costs in check and empowers employees to manage their expenses responsibly.
Paul Watson, Ledbury, Co-Founder
“
I’m careful with company spend because I treat it like my money. With TravelBank, I can instill the same mentality for my employees.
Evan Liang, LeanData, CEO
“
Using TravelBank is the equivalent to hiring a people operations coordinator in house – it takes care of all the little things.
Jennifer L., JumpCut
“
TravelBank is intuitive and makes a lot of sense. The user interface is great, and using the platform is seamless. It saves me hours.
Homaira, Freenome, Administrative Assistant
“
TravelBank automates tasks, approval process, payroll. Algorithms save money. Empowers dept. heads in expense management.
Marshall Thomason, FiscalNote, Controller
“
We now get visibility into travel before it happens and receipt compliance is close to 100%!
Rob Bailor, FiscalNote, Senior Director of Finance
“
Employees are motivated by the incentives to book more discounted flights. Educated travelers save more.
Kandi Phillips, Clearlink, Perks and Events Manager
“
TravelBank is very intuitive. The mobile app is a fantastic way to capture expenses without the hassle of having to scan.
James T., G2
“
I get excited when a new credit card transaction syncs with my receipts. Gone are the days of filling out tedious expense reports.
User Review
“
I have tried many different ways to keep receipts neat and turn in nice expense reports, and this is by far the best I have come across
User Review
“
TravelBank incentivizes employees to save T&E budget. They book Airbnbs or stay with friends to cut costs. Penny saved is penny earned.
Evan L., G2, CEO
“
I love how easy it is for our employees to use and it makes expense tracking so much easier and more accurate.
Laurie H., G2
“
With TravelBank, we get better rates, and have better tracking and controls. It’s an all-around improvement.
Rene Crosswhite, GardaWorld, Senior VP of Finance and Administration
Download and customize TravelBank’s Travel Policy Template.
Get the Template
Your link is on the way.
Can’t wait? Check out the app on the App Store or get it on Google Play.
×

Your California Privacy Choices

We use technologies, such as cookies, that gather information on our website. That information is used for a variety of purposes, such as to understand how visitors interact with our websites, or to serve advertisements on our websites or on other websites. The use of technologies, such as cookies, constitutes a ‘share’ or ‘sale’ of personal information under the California Privacy Rights Act. You can stop the use of certain third-party tracking technologies that are not considered our service providers by clicking on “Opt-Out” below or by broadcasting the global privacy control signal.

Note that due to technological limitations, if you visit our website from a different computer or device, or clear cookies on your browser that store your preferences, you will need to return to this screen to opt-out and/or rebroadcast the signal. You can find a description of the types of tracking technologies, and your options with respect to those technologies, by clicking “Learn more” below.

Opt-Out
×

Your California Privacy Choices

You have successfully opted-out.

Opt-Out
×

Before you go, be sure you know:

This link takes you to an external website or app, which may have different privacy and security policies than TravelBank. We don't own or control the products, services or content found there.

Thanks!
We’re glad to have you on board.

If you haven’t already, automate your expenses and get reimbursed faster with our free app:
The tips are on us.
Expensing on-the-go and business travel made easy through our destination features and pro travel tips.
Expect fresh content in your inbox monthly.