How to configure the company's expense policy

Admin users can set and enforce specific expense policies that align with their business practices.

Here's how:

1. From the side menu, hover your mouse over the Company Name and choose Company Settings.

2. Under Expense Policy, Admin users can define specific expense policies for their accounts. These include transaction requirements, custom fields, enforcement, and default restrictions:

• Transactions Requirements - Admin users can set requirements for each users and departments. 
  
  
  
• Custom Fields - Admin users can create custom fields for users when reviewing transactions.
  Click the +New Field button to see the Create Custom Field window.
  
  
  
  
  
• Enforcements - Admin users can set enforcement on card approvals, transaction approvals, review transactions, missing receipts and either send email or freeze the cards. Payments will freeze if the task is not reviewed within the time-period set. Admins can also require each user to sign the card holder agreement.
  
  
  
• Default Restrictions - Admin users have the option to set restrictions for certain roles within departments
  
  

Note: Remember to click Save or Submit on each section to apply any changes made.