What are Policy Settings and Why Do I Need Them?

Updated 1 month ago by Chandrika Chandwani

Policy settings allow account owners and admins to establish expense/transaction-related rules for the whole company or specific departments, with flexible reminder and enforcement options. This feature gives your business better tools to:

  • Track and reinforce policies
  • Track and manage receipts
  • Track and organize transactions with tags and notes
  • Manage policy violations
  • Simplify closing your books faster 

Benefits of policy settings:

  • Save time and effort in tracking and managing expenses 
  • Receive alerts when a policy is violated
  • Easy and faster reconciliation
  • Better insights into transactions and spend patterns


How did we do?