A Travel and Expense Policy Checklist for Indian Companies
A practical checklist for writing a travel and expense policy in India: who it covers, limits by category and city, approvals, receipts, GST and advances.
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Practical guides for finance teams and travel desks in India, and the Xpense product videos.
Guides
Written for people who run travel and expense, whatever system they use.
Advances, Petty Cash and Settlement: Closing the Loop
How to run travel advances and petty cash so that every advance is settled: the request, the limits, the settlement deadline and the reconciliation.
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Corporate Air Ticket Booking Inside Your Travel Policy
How to bring business flight bookings inside your travel policy: where bookings leak, what the policy should say, and how request and ticket connect.
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Expense Approvals: Levels, Delegation and Reminders
How to design an expense approval workflow that holds: how many levels to use, who approves what, how delegation works, and when a reminder should go out.
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GST on Business Travel: What to Capture on Each Claim
What finance teams in India should capture on a travel or expense claim so that GST details are complete: the invoice, the vendor and the amounts.
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Receipts and Duplicate Claims: What to Check Before You Pay
The checks a finance team should run on receipts before paying an expense claim: is it a valid receipt, is it complete, and has it been claimed before?
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Utility Bills Across Many Stores: A Process That Holds
How a company with many stores can run utility bills as one process: a store master, a clear owner per bill, an approval chain, the tax step and posting.
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Video library
The product tour and the shorter feature videos.
Watch the videosFrequently asked questions
Answers about the product, grouped by topic.
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