If an expense or invoice policy is no longer required, you can delete the policy from the Admin area in your account.
Deleting an expense policy
Please 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, complete the following steps:
1. Go to Admin > Policies.
2. In the Expenses tab, tick the box next to the policy you would like to delete.
3. Click the Delete button, which is now available.
4. In the Delete Policies confirmation box, click Continue to delete the policy.
Please Note: The delete option is also available within the Edit section of each policy.
Deleting an invoice policy
Please 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 adhere to your company rules when being submitted.
To delete an invoice policy, complete the following steps:
1. Go to Admin > Policies.
2. In the Invoices tab, tick the box next to the policy you would like to delete.
3. Click the Delete button, which is now available.
4. In the Delete Policies confirmation box, click Continue to delete the policy.
Please Note: The delete option is also available within the Edit section of each policy.
