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]

@ClaudiaI'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.