Duty of Care is only available to customers on the ExpenseIn Complete plan. If you'd like to discuss enabling this feature or upgrading your subscription, please contact your Account Manager or our Customer Success team.
If your subscription includes Duty of Care, you can configure additional policy rules for mileage expenses. To do this, click the Duty of Care tab when creating or editing your policy.
Each policy rule can be configured using one of the following options:
Off - The rule is not applied.
Block - Users cannot submit the expense until the issue is resolved.
Warn - A warning message is displayed. If the expense information is correct, the user can click Continue to submit the expense. Otherwise, they can click Cancel to go back and update the expense.
Report - No warning is shown to the submitter, but the issue is visible to Approvers and Finance users.
Note:
We recommend setting all Duty of Care rules to Block to ensure users upload the required documents before they can submit mileage expenses.
For more information about a policy rule, hover over the red question mark icon.
To assign users who can review uploaded documents, select the required name(s) from the Document Approvers drop-down list.
Additional Information
Users will be notified 14 days before their documents expire.
At least one Duty of Care policy rule musts be enabled before the Vehicle Documents section appears in My Expenses.
If you'd like different users to have different document approvers, you can duplicate an existing policy and update the Document Approvers on the new policy. You can then assign the new policy to the relevant users in the Users section of the Admin area.
