Setting up Company Policies for Expenses
You can define company policies so certain repetitive work flows are triggered automatically. For example, it’s possible to trigger these actions:
| Action | Description |
|---|---|
| Automatically approve documents below limit | Documents below a certain limit will be approved automatically. This can be useful if you want to avoid extra approval work when handling documents with very low amounts. You just set a fixed limit for a specific period of time, and everything will be approved automatically. |
| Refund documents only up to a certain limit | This rule sets an upper limit for the refundable amount for a certain document type. For mileage, this will make mileage refunds only up to this limit possible, while expenses will be allocated into a refundable and a non-refundable part. It will be indicated to the approver and the admin if the limit was exceeded. |
| Give a warning for documents above limit | A warning comment will be added to documents exceeding a certain limit. This will not prevent any documents from being approved or posted, but it will indicate to the approver and the admin that the limit was exceeded. |
Company policies are defined for users or user groups on mileage vehicles and on the Expense Types page for a specific time period.
Setting up company policies for expense types
To set up company policies for expense types, follow these steps:
- Choose the
icon, enter Expense Types, and then choose the expense type you want to create a new company policy for. - On the action bar, select Company Policies.
- Fill out the fields as necessary.