Where can I set general rules for categories?

You can set up general rules for all categories under the Policies module in the left sidebar.

  • Click on the policy for which you’d like to set up general rules.
  • Under Policy Settings, scroll down to General rules section.

General rules will apply to all expense categories by default. Given below are the list of pre-defined expense policies.

  1. Expense amount limit: The maximum spend limit allowed for any individual expense.
  2. Receipt required limit: A spend limit beyond which an expense will require a receipt to be attached with it.
  3. Make description mandatory: Make description mandatory for all expenses.
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