Travel and Entertainment Expense Rules Quick Guide
Give staff clear limits and examples.
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Write a quick guide to travel and entertainment expenses. Company policy limits: [POLICY_LIMITS]. Typical trips: [TYPICAL_TRIPS]. Approval levels: [APPROVAL_LEVELS]. Produce a one-page guide with: what is covered (transport, accommodation, meals, client entertainment, incidentals); limits per category as placeholders unless I supplied them; booking rules (advance booking, standard class); what needs prior approval; what receipts must show; deadlines for claims; examples of acceptable and not acceptable claims (six each), such as "Hotel up to the limit, not the minibar" and "Client dinner with attendees listed, not personal dinners"; foreign currency conversion (use the rate on the date of payment, documented); and tax questions for the accountant [VERIFY in [JURISDICTION]]. Add a claim checklist employees tick before submitting and a short FAQ of five questions. Provide the guide as a numbered list of ten rules, an example claim with a corrected version, and a short note at the end telling employees whom to ask before spending above a limit.
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