What is a receipt required limit?

You can set up an amount limit and any expense that exceeds that limit will require an attachment of a receipt as a proof of expenditure. Failure to attach receipt will be flagged as a policy violation.

To set a receipt required limit:

  1. Click Admin View.
  2. Click the Gear icon on the top right corner of the page.
    Go to Settings on the left sidebar.
  3. Go to Policies under Users and Control.
  4. Click an existing policy or click + New Policy.
  5. Under Category Limits, click the Edit icon under General Limits.
  6. In the Receipt required limit field, enter the maximum amount for which an expense would require a receipt.
  7. Click Save.
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