Remove outdated or unused travel policies to keep your Expensify Travel setup organized. Deleting a policy helps streamline management and ensures travelers only see relevant options.

How to access Expensify Travel

• In New Expensify: Click the green + button in the bottom-left corner of your screen, then select Book travel.
• In Classic Expensify: Click Travel in the left-hand menu, then select Book or manage travel.

Note: Only Travel Admins can create or manage travel policies in Expensify Travel.

Need to enable travel still? Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.

Deleting a travel policy

To delete a travel policy:

1. Open Expensify Travel.
2. Go to Program > Policies.
3. Click on the policy name in the left-hand menu.
4. Click the green Delete policy button at the top-right corner of the screen.
   • A popup will appear warning that this action is not reversible.
5. Click Delete to permanently remove the policy or Cancel to keep it.

Important: Once deleted, the travel policy cannot be recovered. If deleted by mistake, the policy must be recreated from scratch.

FAQ

Can I recover a travel policy after deletion?
No. Deleting a policy is permanent and irreversible.

What happens to travelers assigned to a deleted policy?
They will no longer be governed by the deleted policy and may not have a valid travel policy applied until reassigned.

Can I delete the Default travel policy?
No. The Default travel policy cannot be deleted. Expensify recommends configuring the default policy as a template for future travel policies. Settings within the Air, Hotel, Car, and Rail tabs can be inherited from a parent policy, so setting the Default policy as a template saves time in the future.