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Policy rules - Duty of care
Policy rules - Duty of care

How to enforce that your users upload their vehicle documents before they are able to submit their mileage expenses

Written by Jack
Updated over a week ago

Duty of care is only available to ExpenseIn Enterprise customers. Please speak to your Account Manager or contact if you would like to discuss the feature or upgrade your account.

To add the vehicle document policy rules:

1. Navigate to Admin and click on Policies.

2. Click Edit next to the policy you wish to apply the rules on.

3. Click on the Duty of Care tab. 

4. Turn the required rules to either Warn or Block. We would recommend you set the rules to Block in order to enforce the documents are uploaded by users before they can submit their mileage expenses. 

To assign who can review the documents once they are uploaded by your users select the name(s) from the drop down list, under Document Approvers.

If you'd like your users to have specific document approvers, you can duplicate your existing policy and amend the Document Approvers on the newly created version. You'll now be able to select which users have the Document Approvers on the new policy - just head to the Users section in the Admin area and Edit and assign the new policy.

Please note that users will be notified 14 days prior to their documents expiring.

Please note that you must have at least one rule turned on before the Vehicle Documents will appear in My Expenses.

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