To set up an expense policy:


  1. On your admin dashboard, head to the left panel.
  2. Click Expenses > Policies.
  3. Click Create Expense Policy
  4. Select Generic, Mileage or Allowance from the drop down list.
  5. Click Create Policy.
  6. Fill in the required fields and settings.
  7. Confirm by clicking Confirm.
  8. Click Expenses > Policies.
  9. On the right of the policy, under Status, slide ON.  
  10. Confirm by clicking OK to activate the policy.



Relevant articles:


  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