Company policies

FeatureGeneral availability on-premisesGeneral availability onlinePublic preview
Company policiesCheckmark Mar 1, 2021Checkmark Apr 1, 2021-

Business value

"Company policies " in this context means to define thresholds – specific amounts – which automatically trigger various actions when reached. In doing so, they contribute to the automation of a number of expense management processes, thereby simplifying things for admins and expense users alike.

Feature details

The feature will make it possible to set limits for groups and users based on company polices. When limits are set, Continia Expense Management will be able to automatically:

  • Approve expenses when they're below a specific amount.
  • Refund specific amounts.
  • Reject expenses when they're above a specific amount.
  • Mark documents when they're above a specific amount.
  • Stop approval flows when they're above a specific amount.