KNOWLEDGE BASE

How do I add a new policy in Spend Management?

Follow these 4 steps to add a new Spend Management policy if you are a Spend Management owner or admin with full access:  

  1. Under Profile & settings, select Expense policies under Company settings
  2. Select +Add Policy
  3. Fill out the form fields to specify the name of the policy, accounting requirements for transactions, set reminders, and select the option to turn off cards in violation if needed.
  4. Select Save changes. 

You'll see your new policy cataloged in the Expense policies.