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Travel policy

Travel policy, applied at booking

Rules are evaluated while the traveller is choosing, not reviewed after the fare is paid.

  • Cabin rules
  • Spend caps
  • Hotel tiers
  • Advance purchase
  • Exception audit trail

What you can set

What you can set

Business-class seat on board an aircraft

Cabin class rules

Which cabin is permitted, by route, duration or employee grade.

  • Domestic and international separately
  • By grade or department
  • Duration-based exceptions
Receipts collected for expense claims

Spend caps

Ceilings on fare and nightly room rate, set where they bite.

  • Per-sector fare caps
  • Per-city nightly hotel caps
  • Grade-based variation
Hotel suite with seating area and city view

Hotel tier rules

Star tier and property grade permitted per band and per city.

  • Star-tier limits by grade
  • City-level differentiation
  • Applied at search time
Calendar used to plan appointments

Advance-purchase windows

The single most effective lever on air fare, expressed as a rule.

  • Minimum lead time by route type
  • Warnings before the window closes
  • Exceptions require a reason
Data visualisations on a desktop display

In-policy options first

Compliant choices are surfaced ahead of everything else, so the easy path is the correct one.

  • Ranked at search time
  • Non-compliant options clearly marked
  • Reason shown to the traveller
Documents being reviewed for an audit

Exception audit trail

Out-of-policy flight decisions are recorded with their justification and approver.

  • Justification captured at the time
  • Approver on record
  • Reviewable later

The quarterly review

Because attribution happens at booking, the reporting is correct by construction. Nobody has to reverse-engineer a quarter from a folder of invoices.

  • Spend by department, traveller, route and supplier
  • Policy compliance with exception reasons attached
  • Period comparison
  • Exportable for finance review
portal / reports / spend-by-department
Data visualisations on a desktop display

Why timing matters

Why the timing matters

By the time a non-compliant booking reaches finance, the fare has been paid, the change fee applies and the conversation is retrospective. Evaluating the same rule at the point of search costs nothing and changes the choice.

  • Rules evaluated during search, not during reconciliation
  • Traveller sees why an option is outside policy, in plain language
  • Approver sees the policy verdict alongside the request
  • Finance sees compliance as a report, not as an argument
portal / self-service / flights - policy check
Analytics dashboard on a laptop screen

Practical

How companies usually start

You do not need a finished policy document to begin. Most programmes start with three or four rules.

Notes and a checklist on a desk
  • Economy on domestic sectors, with a duration-based exception for senior grades
  • A nightly hotel cap for your three or four most-travelled cities
  • A minimum advance-purchase window for planned travel
  • Approval required on anything outside those rules
  • Tighter caps added later, once you can see where the spend actually sits
  • Department-level variation introduced when the pattern justifies it
Talk to us

Ready to see it on your own travel programme?

Walk through the platform with our team, using your routes, your policy and your approval chain.