How we can set general limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)
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How we can set per diem limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Per Diem (4th stage of policy creation) Enable the toggle button, if the per diem preferences are to be added. Here we can set the per diem limits based on travel hours and locations . We can set ...How we can set category limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)How we can set rules in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Rules (5th stage of policy creation) Rules are used to set the limits for the requests that can be raised by the employees. We can set the limit based on rule type -Daily limit/monthly limit/yearly ...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.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, ...