ExpenseIn

Create a new expense policy or edit an existing one, review and update policy rules and assign your policy to your chosen users.

Create, edit and assign an expense policy

Follow the steps to create an invoice policy, turn on policy rules and assign an invoice policy to your suppliers for the invoicing module.

How to delete an expense or invoice policy when it is no longer required.

How to view which users have accepted your company policy and which users have not.

This article provides information on some of the purchase expense policy rules that are available to implement for best practice.

This article provides information on some of the mileage policy rules that are available to implement for best practice.

Set up category limits when creating or editing your expense policy to manage your users' expenses.

An overview of the receipt verification feature, with information on the best practice for implementation.

How to enforce that your users upload their vehicle documents before they can submit their mileage expenses.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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