Configure travel policy and preferences

As a Workspace Admin, you can set travel policies for all travel booked under your workspace, including approval methods, flight booking class, and hotel star preferences. You can also create multiple policies with specific conditions for particular groups of employees and/or non-employees.

Create a travel policy

When using Expensify Travel for the first time, you will need to create a new Travel Policy.

To create a travel policy from the Expensify web app,

  1. Click the Travel tab.
  2. Click Book or manage travel.
  3. Click the Program tab at the top and select Policies.
  4. Under Employee or Non-employee in the left menu, click Add new to create a new policy.
  5. Use the Edit members section to select the group of employees that belong to this policy. A Legal Entity in Expensify Travel is the equivalent of an Expensify Workspace.
  6. Select which travel preferences you want to modify: General, flight, hotel, car, or rail.
  7. Click the paperclip icon next to each setting to de-couple it from your default policy.
  8. Update the desired settings.

Update travel policy preferences

  1. Click the Travel tab.
  2. Click Book or manage travel.
  3. Click the Program tab at the top and select Policies.
  4. Select the appropriate policy in the left menu.
  5. Select which travel preferences you want to modify: General, flight, hotel, car, or rail.
  6. Click the paperclip icon next to each setting to de-couple it from your default policy.
  7. Update the desired policies.

As a Workspace Admin, you can set travel policies for all travel booked under your workspace, including approval methods, flight booking class, and hotel star preferences. You can also create multiple policies with specific conditions for particular groups of employees and/or non-employees.

Create a travel policy

When using Expensify Travel for the first time, you will need to create a new Travel Policy.

To create a travel policy from the Expensify web app,

  1. Click the + icon in the bottom left menu and select Book travel.
  2. Click Book or manage travel.
  3. Click the Program tab at the top and select Policies.
  4. Under Employee or Non-employee in the left menu, click Add new to create a new policy.
  5. Use the Edit members section to select the group of employees that belong to this policy. A Legal Entity in Expensify Travel is the equivalent of an Expensify Workspace.
  6. Select which travel preferences you want to modify: General, flight, hotel, car, or rail.
  7. Click the paperclip icon next to each setting to de-couple it from your default policy.
  8. Update the desired settings.

Update travel policy preferences

  1. Click the + icon in the bottom left menu and select Book travel.
  2. Click Book or manage travel.
  3. Click the Program tab at the top and select Policies.
  4. Select the appropriate policy in the left menu.
  5. Select which travel preferences you want to modify: General, flight, hotel, car, or rail.
  6. Click the paperclip icon next to each setting to de-couple it from your default policy.
  7. Update the desired policies.

Didn't find what you were looking for?

Concierge is here to answer all your questions.