Welcome Message

Is your organization typical when it comes to your Travel & Entertainment (T&E) policy? Take the survey and find out. This research, conducted by AP Now and PDG, focuses on what organizations do and do not allow related to T&E expenses. Respondents will receive a detailed Executive Summary of the results and will be invited to a one-hour webinar (November 15 at 2 pm ET) where the results are discussed and best practice recommendations given. You will automatically be sent a link for the event. All responses will be kept confidential and only shared on an aggregate basis. Thank you for participating.

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* 1. Has your organization reviewed and updated (if necessary) its T&E policy within the past 12 months?

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* 2. Have you updated your policy to reflect employees’ use of Uber, Lyft, and other new ride sharing/hailing services?

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* 3. Have you updated your policy to reflect employees’ use of Airbnb, and other new P2P sharing services?

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* 4. What policy areas cause conflict between travelers and the reimbursement team? (Please select all that apply)

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* 5. What area causes the MOST conflict between travelers and the reimbursement team?

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* 6. Does your organization have two separate T&E policies (to address different job positions)? (e.g., one policy for professors or doctors and another for everyone else)?

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* 7.  Do T&E rules/requirements vary by job level or position?

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* 8. In most or all situations, are employees required to book airfare through a travel management company (TMC) or TMC tools?

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* 9. Do you allow employees to purchase an airfare upgrade like “Delta Comfort” seating, exit row seating, or similar?

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* 10. Do you set limits on lodging rates?

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* 11. Do your lodging rate limits vary by city/location?

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* 12. If an employee is traveling to attend a business conference, may they stay at the designated conference hotel regardless of cost?

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* 13. In most or all situations, are in-room movies an allowed/reimbursable T&E expense?

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* 14. In most or all situations, is alcohol an allowed/reimbursable T&E expense?

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* 15. Do you set limits for what is allowed/reimbursable for meals?

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* 16. Do the allowed/reimbursable meal limits vary by city/location?

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* 17. Does your organization set limits for tips?

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* 18. If you have tip limits, for which of the following do limits apply? Check all that apply.

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* 19. What is your organization’s receipt threshold for T&E expenses—the dollar amount at which a receipt is required? 

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* 20. Does your organization require employees to submit the detailed meal receipt?

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* 21.  Does your T&E policy address non-employee travel companions?

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* 22. In what area does your organization allow the MOST exceptions?

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* 23. Which T&E rules/requirements do employees complain about the most?

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* 24. If your organization gets Federal grants, how often are the Federal requirements updated in your policy?

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* 25. If there was one change you could make to your T&E policy, what would it be and why?

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* 26. What is the most outrageous expense report situation you have encountered?

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* 27. Please add any comments you'd like to make.

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* 28. Which of the following best categorizes your organization?

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* 29. What is your organization’s total number of employees?

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* 30. Please provide the following information so we may share the results.

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* 31. What is your job level?

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