• To set up an expense policy:

  1. Head to the left panel. Click Expenses > Policies.

  2. Click Create Expense Policy



  1. Select Generic, Mileage or Allowance from the drop down list.

  2. Click Create Policy.




  1. Fill in the required fields and settings.

  2. Confirm by clicking Confirm.



  1. Click Expenses > Policies.

  2. On the right of the policy, under Status, slide ON.



  1. 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:

  1. How to create policy for Generic Expense

  2. How to create policy for Mileage and Travel Reimbursement

  3. How to create policy for different types of allowance