Purpose
This article explains how to view your organization’s default expense policy.
Audience
This article is directed toward administrators with an expense and travel management account.
Overview
The default expense policy establishes guidelines for your employees regarding receipt and mileage rates, one-step approval, and other details related to spend.
As a commercial card customer, you have access to one default expense policy. To add and edit expense policies, upgrade your plan.
View your expense policy
Starting in the left navigation menu, go to “Company Settings” > “Expenses” > “Expense Policy” > “Default Policy” (Figure 1).
Figure 1. Default [Expense] Policy page
Although you cannot edit your default policy, you can review the details of your policy by selecting “Edit” for “General Rules”, “Category Rules”, and “Approval Rules” respectively. Note that all employees in your organization are part of the default policy.
Your organization has the following features available:
General Rules: General Rules includes receipt requirement threshold, mileage reimbursement rate, description requirement, whether this group of employees has a corporate card, and whether this group of employees allocates expenses to more than one cost center/department. You also get the Internal Revenue Service (IRS) limit for the minimum expense amount that needs a receipt and the IRS limit for mileage reimbursement. Expense reimbursement is not turned on. All employees are assigned to one general department.
Category Rules: Category Rules are items that employees can select to categorize their expenses. You can create customized expense categories for your organization.
Approval Rules: Expense report approval flows are defaulted to first route to a manager approver and then a finance approver.
Need help?
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Publish date: January 22, 2024
Last update: April 9, 2026