How to create travel policies

Rui Figueiredo -

As a company using TTS Corporate, you should create travel policies to ensure travel compliance. Only the Travel Agency or the company’s admin user provided by the Travel Agency can create travel policies.

 

If you are a travel agent you need to activate the Travel Policies add-on by going to “Settings” on the main menu, then going to “Features & Services” and clicking “Add more”. Find the “Travel Policies” card, click “Manage” and activate the add-on for the companies you’d like to. After activating the add-on, you can access the Travel Policies menu by going to “Settings” on the main menu, then going to “Features & Services” and clicking “Travel Policies”.

  

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If you are a company, first, you need to ask your travel agent to activate the Travel Policies add-on. After that, you can access travel policies by going to “Settings” on the main menu and clicking “Travel Policies”.  

 

To create a Travel Policy, click on the plus button.

 

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Select which agency and which company the travel policy concerns.

Travel Policy Name: The internal name of the policy.

Status: Select if the policy is active or inactive.

To define the Travel Policy Managers, add them one at a time from the list of managers available.

Select which products the rules for the travel policy apply to, you can choose between Flights, Hotel, or Rent-a-car.

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The next step is to create the rules for the travel policy.

 

 

 

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