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FAQs

Can I restrict some users from viewing all the categories?

Yes, you can restrict some users from viewing all the categories by creating a new policy for them. In the new policy, enable the required categories and associate the policy with the preferred users. Once this is done, the users associated with the policy will be able to access only the categories that are enabled in that policy.

To configure this:

  • Go to Admin > Policies.
  • Click + New Policy.
  • Enter basic profile details, configure policy currency and set general rules for expenses. Click Save and Continue.
  • Select the categories you want to associate with the policy and deselect the unwanted categories. Click Save and Continue.
  • Configure the mileage and per diem rates, if required.
  • Click Finish to save the policy.

Once you have created a policy, you can assign the policy to the required users.

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