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 3: Click Add Policy to set up a new expense submission policy. Policies can be applied across the entire company or tailored to specific teams.
For each policy created, you can define which fields are Mandatory, Optional, or Not Required for expense submissions. Here's a list of the fields available:
Receipts – Upload proof of payment
Memo – Purpose of the expense
Category – Predefined expense categories (e.g., Travel, Fuel, Government)
Expense Tracking Tags – Your list of custom created tags (such as Project or Department)
Step 4: Under Expense submission timeline, you can set a deadline for submitting expense details before the card is automatically frozen. You can define how many days are allowed for submission and when this timeline starts. You can read more about this here.
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.
