- To set up an expense policy:
Head to the left panel. Click Expenses > Policies.
Click Create Expense Policy
Select Generic, Mileage or Allowance from the drop down list.
Click Create Policy.
Fill in the required fields and settings.
Confirm by clicking Confirm.
Click Expenses > Policies.
On the right of the policy, under Status, slide ON.
Confirm by clicking OK to activate the policy.
- To find out more on the step-by-step guide for different types of policies, you may check out the articles below: