T&E Policies and Procedures Guide

According to a recent IOMA survey, revising and writing new T&E policies and streamlining T&E systems and procedures were, in the opinions of over 450 professionals, among the best strategies you could embrace for improving your T&E operations.

Considering the speed of change in today’s workplace and our regulatory environment, there is a high likelihood that your organization’s T&E policies will need to change as frequently as every year.

As a result, it’s essential to have a set of policies in place that are not only easily understandable, but also easily updatable. And that’s why IOMA Research has developed this new report.

In it, you’ll find a wealth of guidance, in-the-field strategies, and tips, all based on survey results, on how to best formulate T&E policies and procedures, such as:

• Best strategies to enhance T&E operations, from IOMA survey results
• Reimbursement policies that rein in costs
• Why company cars can be a ticking time bomb
• Benchmark data help set audit target policies
• Use direct deposit to cut costs and speed up reimbursements
• New trends in T&E automation
• The single most important element in controlling T&E fraud

Solid policies and procedures also help you satisfy auditors and avoid Sarbanes-Oxley issues. To help you develop new or enhance your current policies, the report also includes 65 pages of policy tips and sample policy language covering travel arrangements, travel advances, air travel, lodging, car rental, personal car use, local and international travel, meal allowances for overtime, meals and entertainment, per diems, special situations, corporate travel card, expense reports, and more.

And, finally, you get extensive appendices which feature real corporate T&E policies being used today by 10 American companies, as well as demographics and compiled results from IOMA’s recent survey of over 450 T&E professionals. You can rely on this supporting material to compare your policies to other organizations like yours, including your competitors, to bring your policies to a higher level, or to simply take pleasure in seeing that your policies are in line with the best.

Click here to review this report's Table of Contents.

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