If an expense or invoice policy is no longer required, you can delete the policy from the Admin area in your account.
How to delete an expense policy
Note: Before you can delete an expense policy, you must unassign the policy from your users. We recommend assigning your users another policy to ensure their expenses adhere to your company rules when submitting their expenses.
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. In the Expenses tab, click the three dots icon to the right-hand side of the policy you'd like to delete and select Delete from the drop-down options.
Note: If you'd like to delete more than one policy you can tick the checkboxes next to the policy names, click Actions and then select Delete from the drop-down options.
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, you must unassign the policy from your suppliers. We recommend assigning your suppliers another policy to ensure their invoices and credit notes adhere to your company rules when being submitted.
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. In the Invoices tab, click the three dots icon on the right-hand side of the policy you'd like to delete and select Delete from the drop-down options.
Note: If you'd like to delete more than one policy you can tick the checkboxes next to the policy names, click Actions and then select Delete from the drop-down options.
4. In the Delete Policies confirmation window, click Continue to delete the policy.
