To edit an existing expense policy, go to Expense > Policies > click "edit" for desired expense policy


To add an expense policy, go to Expense > Policies > click "Create Expense Policy" > select expense category 

To learn more about expense categories, please read Setting up expenses



There are 4 main sections that admins can configure:

1. Policy

- Basic policy details like name and fields or does it need an attachment or description


2. Eligibility

- Who can apply for this expense


3. Limit/Rate

- How much can employees claim


4. Approval Routing

- To follow default or to create a custom routing


Admins can amend the respective fields to match the company policy. If edits are not possible, admins can create a new policy and set the old one as archived.