KNOWLEDGE BASE
How do I add a new policy in Spend Management?
Follow these 4 steps to add a new Spend Management policy if you are a Spend Management owner or admin with full access:
- Under Profile & settings, select Expense policies under Company settings.
- Select +Add Policy.
- Fill out the form fields to specify the name of the policy, accounting requirements for transactions, set reminders, and select the option to turn off cards in violation if needed.
- Select Save changes.
You'll see your new policy cataloged in the Expense policies.