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All Categories ​>​ ​Admin Guide ​ > ​ ​Spending Policy Configuration

Spending Policy Configuration

Configuring Spending Policies

This article guides administrators to implement expense policies on the Expensya platform to monitor budget exceedances in real time while having an overview of the situation. The steps to create an expense rule are outlined, including the choice among four types of rules: alert, package, blocking, and ceiling. Each type of rule has its own purpose and benefits. Moreover, the article explains how to disable an expense rule, noting that rules can be disabled for later use, but they cannot be deleted.

Updated 3 months ago by Rim Ferchichi

Accessing and Managing Your Tenant's Spending Policy on the Expensya Platform

Understand the company expense policy, its benefits, and how to access it on Expensya.

Updated 3 months ago

Spending Policy Configuration Options

In order to bring clarity and optimal control over spending policies, it is important to understand and configure the rules governing them judiciously. Our article aims to demystify these crucial par…

Updated 5 months ago by Rim Ferchichi

Managing Employee Handbook

Use the Employee Handbook to create and share key documents such as company policies and internal guidelines with specific user groups. To activate the Employee Handbook : Go to the administration pa…

Updated 1 day ago by Meriam Chiha

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