How do I adjust spending limits for a specific expense category?
As an administrator, you can adjust spending limits by editing the relevant policy in the Policy Management section. From there, you can:
- Set maximum allowable amounts for specific expense categories
- Define daily or per-transaction limits
- Apply rules based on roles, departments, or locations
These controls help ensure compliance with your company’s expense guidelines.
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Expense Management
What are the common reasons for an expense claim being flagged as a policy violation? Expense claims are automatically checked against configured company policies. They can be flagged if an expense item violates a rule, such as exceeding a spending ...
What is the significance of "Average Approval Time" and "Out-of-Policy %" on the Admin Dashboard?
These are key Summary Metrics displayed on the Admin Dashboard: Average Approval Time measures how quickly requests are reviewed and approved, reflecting the efficiency of your approval workflow. Out-of-Policy % indicates the percentage of bookings ...
Where can I see reports on overall spending and platform usage?
You can access a range of reports from the Reports section in the admin navigation menu. These reports offer insights into travel and expense trends, policy compliance, and overall platform usage, helping administrators with financial analysis, ...
Can I approve an expense or travel request that has a policy violation?
Yes, in some cases, policies might allow approvers to approve requests even with violations, potentially requiring justification from the approver. The platform clearly highlights any policy violations associated with the request, providing specific ...
My account has been activated! What should be my first step as an administrator?
Your very first step should be to set up your Organization Profile. This crucial initial setup involves defining your company's offices and creating teams within those offices. This foundational structure is essential for applying travel and expense ...