If an expense or invoice policy is no longer required, you can delete the policy from the Admin area of your account.
How to delete an expense policy
Note:
Before you can delete an expense policy, it must be unassigned from all users. We recommend assigning users an alternative policy to ensure their expenses continue to follow your company rules.
If the expense policy you're deleting is set as the default, you may wish to set another policy as the new default.
To delete an expense policy, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Policies subheading.
3. On the Expenses tab, click the three dots icon to the right of the policy you'd like to delete and select Delete from the drop-down options.
Note: To delete multiple policies, tick the checkboxes next to the policy names, click Actions and select Delete from the drop-down.
4. In the Delete Policies confirmation window, click Continue to delete the policy.
How to delete an invoice policy
Note:
Before you can delete an invoice policy, it must be unassigned from all suppliers. We recommend assigning suppliers an alternative policy to ensure invoices and credit notes continue to follow your company rules.
If the invoice policy you're deleting is set as the default, you may wish to set another policy as the new default.
To delete an invoice policy, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Policies subheading.
3. On the Invoices tab, click the three dots icon to the right of the policy you'd like to delete and select Delete from the drop-down.
Note: To delete multiple policies, tick the checkboxes next to the policy names, click Actions and select Delete from the drop-down.
4. In the Delete Policies confirmation window, click Continue to delete the policy.
