Tips and Tricks to Close Out the Year Strong 2021

On Demand
Client Webinar

Throughout the year we collect all of the tips you share with us and bring them together in our 60 minute special Client Admin Training Session.

Join our experts Darren Foord, Jake Chapman, and Jess Morales as they discuss a number of tips and tricks that may help you and your business to close the year strong.

In the session you will hear insights and tips about:

Travel & Expense Policy Best Practices

  • Stakeholders to include
  • Expense types limits
  • Non allowed items Enforcement
  • Duty of Care
  • Expense
  • What platform you're on. (Standard or Pro?)
  • Budget Audit Rules

Travel

  • What platform you're on. (Direct or Indirect Travel?)
  • Unused tickets 
  • Travel Assistants/Arranger
  • TripIt/Triplink 

 

Support & Resources

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