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, the mileage rates for the vehicles are to be added to calculate fuel/ mileage reimbursements.
Per Diem – Per Diem is the case, where the limits for the expenses will be added basis the location groups.
Rules – Rules are used to set the limits for the requests that can be raised by the employees.
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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.
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 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 ...
How we can set mileage rates in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Mileage (3nd stage of policy creation) In Mileage we can set limits with respect to vehicle. Click on the toggle button to enable the mileage rates. Choose the Default Unit – Kms/ miles, basis which ...
How to create a expense type .
Path : Admin >>Expenses >> Expense Types >> Add New