Where can I set general rules for categories?

To set general rules for categories:

  1. Switch to Admin View.
  2. Click the icon in the top right corner of the page.
  3. Go to Policies under Users and Control.
  4. Click + New Policy.
  5. Configure the general rules such as the expense amount limit, receipt required limit, mandatory description and the ability to allow uncategorised expenses to be added to reports.
  6. Click Save.
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