Policies

  • 5 minutes

Image of a target and arrow surrounded by currency symbols.

Policies help guarantee that employees stay within budget, provide all required information, and spend money only as they need to.

Screenshot of policy rules on the Expense report page.

You should consider the following factors for each expense report policy and created approval:

  • Policy name
  • The purpose of the expense policy
  • If intercompany expenses were enabled, to which companies this policy will apply
  • Whether the policy has an effective time frame
  • If the policy has an expiration date
  • The exact parameters of the policy rule
  • The desired outcome of the policy rule