Set up a travel approval process by trip price

Account admins, company admins, and people managers can perform this task.

You can add a trip price condition to any approval rule, allowing you to route entire trips for approval based on their total cost. This article covers how to add a trip price condition to your approval rules and explains how multiple rules interact with each other.

What trip price approvals do

When you add a trip price condition to a rule, Perk evaluates a trip's total price and routes it for approval only when the price meets the condition you set. You can combine price conditions with any rule trigger type( ¨ out-of-policy¨,¨ in-policy¨, or ¨all trips)  and with any approver type
 

What is included in trip price

The trip price is the full total shown in the trip price breakdown — not just the base fare for a flight, hotel, train, or car.

It includes:

  • Base travel services on the trip, such as flights, hotels, trains, cars, add-ons, and manual services.
  • Selected extras and ancillaries, such as bags, seat selection, meals, priority boarding, hotel breakfast, Wi-Fi, parking, room service, and car extras.
  • Provider taxes, such as hotel local tax, when they apply.
  • Applicable trip-level fees, such as credit card fees or markups, seat booking fees, corporate rate fees, FlexiTravel¿ or Green Trip fees, and subscription fees, when they apply.

The Trip Price includes both amounts paid in advance and amounts paid on arrival. Extras or fees that are not selected or added to the trip are not included. Cancelled items are excluded, and applied credits can reduce the total used for approval matching.

Adding a trip price condition to a rule

To add a Trip price condition:

  1. Go to Settings > Travel management > Travel approvals.
  2. Create a new approval process (or edit an existing one)
  3. Select the rule you want to edit, or create a new one.
  4. Select the trip type (out-of-policy, all trips, or in-policy) and assign an approver if you haven't already.
  5. Click + trip price within the rule.
  6. Select a condition type from the dropdown: More than, Less than or equal to, or Between.
  7. Enter the threshold amount. For More than or Less than or equal to, enter a single value. For Between, enter both a minimum and a maximum value. The UI will not let you save until all required fields are filled.
  8. Click Save

Condition types

The trip price condition has 3 options.

  • More than: the rule applies to trips where the total price exceeds the amount you set. For example, "more Than 500" matches any trip costing more than 500 in your company’s default currency.
  • Less than or equal to: the rule applies to trips at or below the amount you set. For example, "less than or equal to 500" matches trips costing 500 or less.
  • Between: the rule applies to trips whose total price falls within the range you set. This condition is inclusive: a range of 500–5,000 includes trips costing exactly 500 and exactly 5,000.

Note: When using Between, the minimum value must be less than the maximum. If they're the wrong way around, Perk shows an error so you can correct it before saving.

Currency and threshold amounts

Set threshold amounts in your company's local currency. Perk evaluates the trip total in the relevant company or account's local currency before comparing it with the threshold.

Note: When Perk evaluates a trip, it resolves the currency in this order:

  1. The default currency of the company linked to the trip's payment profile, when available.
  2. The account default currency.
  3. EUR, if neither of the above is available.

The trip price approval rule is never skipped because a currency can't be determined — Perk always falls back to EUR.

How rules interact

When more than one rule matches a trip, Perk uses only one of them to determine the approval path. Whichever rule's first approver acts first locks in that rule. The other matching rules no longer apply once a first approver has taken action. For a full explanation, including two-step flows and multi-traveller trips, see How multiple travel approval rules apply to a trip.

Example: You have two rules:

  • Rule 1: line manager approves trips between €500 and €5,000.
  • Rule 2: CFO approves trips over €5,000.

A €2,000 trip matches only Rule 1, so it goes to the line manager. A €6,000 trip matches only Rule 2, so it goes to the CFO. Because Rule 1 uses between with an explicit upper bound of €5,000, the two rules don't overlap.

Tip: To create clean approval tiers with no overlap, use between for lower-tier rules and set an explicit upper bound. A rule set to "more than €500" with no upper limit would also match a €6,000 trip — meaning both the line manager and the CFO could receive it, and whichever acts first locks in the approval path.

Auto-booking trips below a threshold

There's no explicit auto-booking toggle. If a trip doesn't match any configured approval rule, Perk books it without going through approval. To exempt low-price trips from approval, add a more than €X condition to your existing rule. Trips at or below that amount won't match that rule and won't need approval unless another rule also matches.

Avoid gaps and overlaps

When setting up trip price conditions, check that your rules don't overlap or leave price ranges uncovered.

Overlaps happen when two or more rules can match the same trip for example, two more than rules with different thresholds, or a rule with no price condition alongside one that has one. When rules overlap, approvers from all matching rules are added to the request.

Gaps happen when no rule covers a particular price range or trip type. Trips in those gaps are booked without approval. If they need approval, add a rule to cover them.

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