Setting up Spend Alerts

Empower your default expense policy, or create custom expense policies, create category rules and limits.

Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

Within your company's default Expense Policy you can set rules for all of your active Expense Categories, all employees' Expense Reports will be governed by your default Expense Policy, unless you add the employee to a different policy which you create and custom-build. Learn more about Expense Categories here.

In the default policy or any expense policies you create, you can set General Rules. General Rules are as follow:

Receipt Requirement - set the dollar amount threshold for when a receipt image is required

Milage Reimbursement Rate - use the IRS Rate, or specify your own

One Step Approval - when this is on Expense Reports only require final approval

Corporate Card - turning this on allows expenses to be reported, but makes them ineligible for reimbursement

You can Set Rules to your active Expense Categories. Once you have set rules you can later edit them.

Per Expense Limit - once enable set a dollar amount limit for the selected expense

Recurring Spending Limit - once enabled you can set a category limit for a rolling period: daily, weekly, monthly, yearly

Once you have set your preferences, save the policy. Note: policy changes will apply to all new reports, including reports which have been submitted but not yet approved.

On the "Manage" tab in the sidebar, navigating into Expense Reports, you can view if the employee has overspent.

Note that the banner along the bottom of the report shows the category total amount allowed, as well as the total the employee has spent. In the side tray you can see the exact sum over the limit the employee spent for the given category.

Created: 28Dec2020 12.13
Did this answer your question?