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Travel and finance management made easy: a concise checklist

The COVID-19 pandemic has upended the way we live and work. The sudden shift to remote work was a necessary measure.

Now that things are mostly back to “normal” as they were before the pandemic, businesses are faced with managing corporate trips that can be particularly challenging to organize. Being responsible for ensuring the safety of the employees while also managing budgets and resources is not an easy task. 

Read on to find out how travel and finance managers can help with the traveling experience and make it both purposeful and pleasant.

Organization as the cornerstone 

When planning a business trip, organization is crucial, and there are a lot of preparations and research to be done. 

It’s useful to know some information about the destination such as:

  • customs
  • local food
  • climate 

There are also other things it would be good to tackle as soon as possible, such as:

  • arranging flights
  • car rental
  • hotel reservations

Travelspot offers a comprehensive system that allows you to manage all your travel-related documentation, expenses, and bookings in one place. By using our platform, you can organize and coordinate your travel plans with ease. Our system also provides you with a clear overview of your travel budget and spending, enabling you to make informed decisions about your travel expenses.

Booking your travel is made easy on our platform, as we offer the most affordable rates for various dates, with quick booking confirmation. With Travelspot, you can also make advance bookings for various services such as transportation, conference halls, and restaurants, which helps you save on your travel budget.

Our team of experts is available to provide assistance whenever you have any questions or concerns about your travel plans.

Checklist for business trips

As mentioned, for travel managers or financiers, who must strike a balance between cost and employee comfort, business trips are usually anything but easy to organize. In today's world, the financial benefit of business trips is becoming increasingly vital for companies to maintain.

With that in mind, here’s a concise checklist that can simplify your trip-planning process.

Create a schedule

Many companies make the mistake of not adequately preparing for their future business trips, with some waiting until just a week before the scheduled trip to initiate the planning process. This methodology needs to be revised because of various reasons. It wastes valuable time and can lead to oversights or inefficiencies, resulting in a full day consumed by the task. Companies can save time and increase efficiency by simplifying the job and creating a schedule for important business trips.

Another suggestion is to create a detailed schedule for each employee's day during the business trip, taking into account the time to and from the location and meetings. This level of planning enables effective time management and ensures that the employee has sufficient time for important meetings, rest, and travel. This approach also benefits the company's management and financial team, enabling them to plan travel expenses well in advance and potentially save money by securing cheaper tickets and reservations.

Creating a detailed schedule for business trips also enhances employee satisfaction by demonstrating that the company values their comfort and convenience. Providing a convenient and well-planned route, a stress-free day, and all necessary documents helps employees to feel supported and increases their overall job satisfaction, resulting in a more favorable impression of the company.

Plan the route

The travel manager is in charge of planning the travel schedule. The employees cannot know the city they've never traveled to, so it is up to travel managers to make a good plan so the employee can catch all the meetings and conferences taking into account things that cannot be controlled like traffic jams, public transport delays, and so on. 

So, it’s important to leave room in the schedule for unpredictable situations. 

Manage your expenses

Corporate travel expenses should be carefully planned, otherwise, they can exceed the travel budget resulting in the trip being more unpractical than useful for the company.

That is why travel managers are here, to carefully plan the corporate trip itinerary while making the trip pleasant for the employees and, at the same time, good for the company.

Here are some things to keep in mind as a travel manager:

  • Consider your past corporate trips and, based on that, calculate the average expenses
  • Make a list of necessary costs and see if it is possible to exclude some
  • Avoid visiting popular locations during the tourist season because prices tend to rise when tourism is at its highest


Now that you have a checklist to help you plan your trips, the only thing left to do is follow it to ensure benefits for your company as well as your employees. Travel itineraries are convenient for tracking your travels' success and expenses by making the best of your budget. It doesn't sound like an easy task, does it? Travelspot can help you manage your business travels while making all your expenses transparent and minimized.

What do you think? 

If you have any questions about how Travelspot can help you simplify your business travel management, feel free to contact us. 

We want to hear from you!