Travel

Job aids

Expense approval checklist

Give your team an easy-to-understand checklist for walking through the major issues when approving expense reports. Proper approval of expenses requires thoughtful reflection about what, exactly, your organization is paying for—something not...

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Travel & expense red flags checklist

Stop fraud and corruption risks in their tracks with this thorough checklist for reviewing T&E reports. Help your managers externalize their memory of procedures and red flags with this piece—they can focus on the harder questions when they...

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Going on a business trip? (Overseas travel checklist)

This piece is famous for a reason! These simple to-do's prepare your international travelers how to be safe and ethical abroad, without getting mired in legal details. This checklist covers the trade control, cybersecurity, privacy, anticorruption,...

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Business Courtesies: What Can You Do?

Distill your gifts and entertainment policy into a handy chart—this one’s great for more complex policies. We made your gifts, entertainment, and travel policy simple by breaking out what can be expensed with without approval, what needs...

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Going on a trip? Protect your data!

Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...

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