For travel managers

Run the programme, not the inbox

Policy, people, approvers, exceptions and safety in one admin view, with an account team that reviews the programme with you.

The admin experience

Three everyday tasks

In your hands

Policy: cabin, hotel caps, advance booking, preferred suppliers, trip maximum, approval mode and restricted destinations, per policy group
People: travellers, account users and roles (travel manager, finance, assistant, approver, traveller), and assistant delegations
Supplier visibility: spend by airline, hotel and supplier in reports
Exceptions: every out-of-policy booking with its justification
Safety: incidents, affected travellers and check-ins

Account management

Every programme has a named account manager; programmes over 250 travellers also have a deputy.

Implementation
Policy, people, payment and integrations set up and tested before launch.
Monthly report
Findings with actions, owners and follow-up dates.
Programme review
A quarterly programme review, with a written summary sent within five business days.

Programme review

Section	Contents
Spend	Against budget, by department and supplier
Policy	Exception rate and the rules that trigger most often
Service	Response times against commitments and open cases
Recovery	Refunds outstanding and recovered, credits used and expiring
Next quarter	Agreed changes, owners and dates

Evidence

Example stories shown until approved customer stories are supplied. They describe no real company.

Questions

Can we have more than one travel manager?

Yes. Give anyone the travel manager role in Organisation.

Can we import our people?

Yes, from an HR roster CSV with a preview before anything changes. See HR roster import.

Who can see what?

Each role sees only what it needs. Finance sees spend and invoices, assistants see the travellers they support, and travellers see their own trips.

We'll add a traveller, change an approver and review an exception live.