Use the steps below to edit or delete expense policies in Spend Management if you are an account owner or admin with full permissions.  

Edit an expense policy 

1. Under Profile & settings, select Expense policies under Company settings. 
2. From the Expense policies list, select the policy you wish to edit.
3. Make changes to the selected expense policy then select Save Changes. 

Note: Any changes made to the policy will apply when the expense policy runs at the beginning of the next month and the change will apply to all transactions settled in the previous month. For example, if the expense policy was updated on September 15th, Spend Management will run a scan on October 1st and apply the change to all transactions settled during September. This will include transactions before September 15th.  

Delete an expense policy

1. Under Profile & settings, select Expense policies under Company settings.
2. From the Expense policies list, select the policy you wish to delete.
3. Select the Delete policy button.
4. Select Remove to confirm the deletion of the expense policy. 

A popup message will show stating that the policy has been removed.