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Policy Manager

Policy Manager

The Policy Manager allows you to create conditions to advise users, approvers, and accounting that an expense is out of policy. Conditions can be based on the following criteria: expense author, category, cost per day, currency, age of expense, exchange rate, GL code, project number, payment type, total number of days, and vendor.  It is common to have multiple conditions within a policy.   We recommend that you set up policies to highlight exceptions to your company’s travel policy rules.

Here is an example of how to create a simple hotel policy.  In this case, we have based this policy on a travel allowance of $175 per night.