How to create a policy.

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• How user can able to view expense policy.

  Path : User Login >> Travel & Expense >> Dashboard >> Policy >> Click On Policy Document The below process shows the travel and expense policy.

• How to create a expense type .

  Path : Admin >>Expenses >> Expense Types >> Add New

• What is the use of policy.

  A policy is to be created to group the categories and set-up the limits which will be linked to the employees, basis which the employee will be able to raise a Expense request.

• How to create a expenses.

  Path : Admin >>Expenses >> Expenses >> Add New By Clicking on “Add New” will create a expense name with expense code.

• What are limitations we can set by creating policy.

  General limits - This general limit will be applicable by default to the categories for which the limit was not added specifically. Category Limits: The limit for the amount under expenses can be added category-wise under this tab. Mileage - Here, ...