Expense Policy
Last updated
Last updated
You can specify an expense policy, which appears on the right of the submit expense form, to give guidance to expense submitters. Making it clear what expenses will be approved and what submitters need to do will save time for you and them.
To update your expense policy, go to your Community's page, click on the Dashboard button and go to the Policies page.
At the bottom of the Policies Settings screen, you'll see a set of options that allow you to limit who can submit and approve expenses to your community:
Ticking "Admins cannot approve their own expenses" will block admins from approving expenses submitted by themselves, effectively requiring another admin to approve their expenses.
Ticking "Only allow expenses to be created by Team Members and Financial Contributors (they may invite expenses from other payees)." will limit who can see the "Submit Expense" button.
Your Fiscal Host can also set an expense policy. It will appear on the submit expense page, underneath the Community policy.
Often times, Community expense policies are focused on what categories of things are allowed as expenses, while the Fiscal Host policy pertains to required documentation, like details on invoices.
