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.