Best Practice T&E Policy Limits

[Claudia]

Hello,

We are implementing a global T&E Policy and would like to get your feedback on determining a dollar threshold for expense types such as Aifare, Hotel, Car Rentals, daily meal limits as an individual traveling and daily meal limit if with a group of people. How are your expense types limits managed in Concur, setting up audit rules?

Thank you

Claudia

[KevinD]

@Claudia I'll let others chime in on the amount limits, but as for keeping employees under or at the limits, Audit Rules seem to work the best. You can make the rule a hard stop (cannot submit) or a warning/reminder (can still submit). You can even have a mix of hard stop rules and warning/reminder rules.