How to create a new expense policy rule?

• Go to Settings -> Expense -> Policies

Here, you will have to enter a bunch of fields based on the type of configurations required.

• Rule Title: This is a free text box, enter the policy rule name of your choice here
• Employee Group: Is this policy rule applicable for all? Yes? Then you can ignore this section.
  • – If the rule applies to a specific department/entity/user level/business unit then you will have to follow these steps. For example, we are configuring a rule for the Marketing department

  – Then first this to do is turn the toggle off to select a specific employee type

1. Next, click on “Add employee parameter” and select “Department”

1. Select the department for which this rule is applicable. In our case, we will select “Sales”

Note: Employee parameters will only show up once we have added/mapped users with individual departments on the “Users” Section

• Select category: Want to set policy for a specific category then you can select the relevant category here.
  • For example: Let’s say, we need to configure policy for “Meals” category

  

  • If no, then you can ignore this section
• Additionally, you can create policy at a granular level on an individual parameter as well
  • For example: In “meals” category, can you choose “type of meal” as the parameter and configure rule on “Breakfast/Lunch/Dinner”

  

• Min Amount: Enter limit above which out of policy needs to be triggered.
  • Eg: if policy for breakfast, meal expense is 400 per transaction then min amount should be entered as 400
• Max Amount: Enter maximum limit of expense policy. This field will usually be 999999