Manage Expense Policies

Expense policies determine the rules for which card transactions require memos and/or receipts. All cards belong to an expense policy. If one is not specified, it automatically uses the default expense policy.

Create an expense policy

1. Navigate to Cards → Expense Policies and click on Add Policy
2. Input the name, receipt requirements, and memo requirements and click on Save policy
3. Now you can navigate to Cards → Manage Cards. Select the card you want to change the policy for and hit Update.