What are Policy Settings and Why Do I Need Them?
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
