An Expense Submission Policy specifies the mandatory fields cardholders must complete before submitting an expense. Learn how to create and manage expense submission policies in this quick guide.

Step 1: Navigate to the Settings menu on the sidebar.

Step 2: Select the Expense Submission Policy widget.

Step 4: Click Add Policy to add a new expense submission policy. Policies can be applied across the company or to specific teams. You can configure the below fields as Mandatory, Optional, or Not Required:

Step 5: Review and revise current policies as necessary. Create and edit expenditure policies and define required fields for cardholder submissions. Establish controls to flag transactions that fall outside policy boundaries.