Creating and editing policy rules in ExpenseIn is a great way for your company to adhere to the same details captured in your existing expense policy document. You'll find more support here for creating and applying an expense policy.

Using Category limits, you'll be able to block, warn or report on your users' expense amounts for certain categories. If you haven't already, make sure you have added all of your categories first. You can select whether the limit is per expense, day, night, or attendee.

All policy rules have four options; off, Block, Warn and Report.

  • Block - Users cannot submit the expense.

  • Warn - The message should be reviewed and if it is OK, click on the Continue button to submit the expense.

  • Report - No warnings are displayed to the submitter, but are visible to the approver and finance users.

Click Create to add the policy to your account, or click Update to complete your amendments.

Policies are applied to users, so we strongly advise against using Block where users have access to a company card purchase method.

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