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On-demand webinar

Soldo in Action: Bring Structure to T&E

This episode walks you through the complete T&E workflow, showing how structured trip requests and streamlined reviews help Finance move beyond ad-hoc approvals, scattered receipts, and unexpected end-of-month issues.

In this webinar, you’ll discover how to:

  • Set clear T&E rules with Expense Policies before spend happens
  • Keep approvals moving with Out-of-Office delegation
  • Use Business Trips to structure your travel spend
  • Connect Soldo to travel and expense tools like SAP Concur
Who’s speaking

Speakers

Hear from our experts as they walk through practical ways to structure T&E – from setting policies and handling approvals to reviewing complete trips in one place, with Finance firmly in control.

Watch the webinar
Jo Smallwood
Head of Learning & Development
Soldo
Matt Heale
Matt Heale
Lead Product Education
Soldo

Structured T&E. Clear rules. No surprises.

Discover how to turn unstructured T&E into a predictable, transparent process. See how Soldo helps you define T&E policies upfront, route approvals even when managers are away, and group every flight, hotel, meal and taxi into Business Trips – so Finance sees in-policy and out-of-policy spend as it happens, not weeks later.

Frequently asked questions

Everything you need to know

Who is this webinar designed for?

This session is designed for Finance teams, budget owners, and admins who want more control over travel and expense – especially if approvals happen ad hoc and trip costs are hard to track.

Do I need to be a Soldo customer to watch it?

No. The session is open to both customers and non-customers. We’ll use Soldo in the demo, but the workflows and best practices apply to any team looking to bring more structure to T&E.

How do Expense Policies work in Soldo?

Each Expense Policy sets an allowance per expense category. You can choose between:

  • Unlimited allowance – no restriction for that category
  • No allowance (0.00) – spend in that category is not allowed
  • Custom allowance, with options such as:
    • Daily allowance – a total amount per day
    • Per night allowance – ideal for accommodation
    • Per transaction allowance – a limit per individual purchase

Whenever an employee spends, Soldo automatically checks the transaction against their policy. If it exceeds the allowance, it’s flagged as out-of-policy, making it easy for employees and Finance to track.

Why use Business Trip for T&E?

Trips give you everything you need to stay in control of travel spend. You can plan ahead by capturing expected flights, hotels, taxis, and other costs before the journey begins. Approvals ensure only the necessary funds are released, with transfers timed correctly to manage cash flow. Compliance becomes effortless as spending stays within policy and unused funds or cards are automatically cleaned up at the end of the trip. And with every transaction linked to its Trip, tracking and reporting are simpler than ever.

What can you do with Business Trip in Soldo?

With Business Trips, you can:

  • Request funds for a trip with an itemised list (flights, hotels, taxis, etc.)
  • Specify which expenses happen before or during the trip
  • Approve or decline requests with full visibility, and adjust or add expenses
  • Split transfers – send some money upfront and the rest at the start of the trip
  • Apply end-of-trip rules – remove unused funds or block the card automatically
  • Create trips on behalf of others as an Admin or Superadmin
  • Track and report on travel spend by linking transactions to Trips and filtering reports

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.