Configuring Executive Spend Limits Follow

Spend Limits help companies track budgets by providing alerts when an employee overspends in a certain expense category within a specific time frame. 

This article will show you how to configure Executive Spend Limits. 

Add Executive Expense Categories

• To add an Expense Category, click on the gear icon in the upper right.
• Click on the Manage Lists tab.
• Click on Expense Categories.
• Click on Add Expense Category. 

• In the Name section, put 'Executive' before the Expense Type to indicate it is an Executive Expense Category. Fill out the remaining category details.   
  • Please Note: If you have expense accounts that are different for Non-Executives, add them under the Accounting Section.
• Click Create when finished. 

Configure Policies

To configure policies for Executive Expense Categories: 

• Navigate to Company Preferences.
• Click on Policies.
• To add a new policy, click on Add a New Policy.

• Select an Executive Expense Category.
  
  • To add additional Executive Expense Categories to this policy, click Add Expense Category. 

• Input a dollar amount in the Set Spend Threshold or Reimbursement Limit fields.
  • After setting a spend threshold, you can require Executives to submit additional information before submitting an expense. 

• Name the policy to match the Expense Categories added. 
• Click Create Policy when finished. 

Add Groups 

To add a Group to an Executive Expense Category: 

• Click on Manage Lists.
• Click on Groups.
• Click on Add Group.

• Put 'Executives' as the Group Name.
• Under Group Members, add any Executive users to this Group.
• Add any Executive Expense Categories to the Group.
• Click Create Group when finished. 

• To make sure that Non-Executive users cannot see the Executive Expense Categories, add them to a separate Group entitled Non-Executive. 
• Add any Non-Executive users and Expense Categories to the Group.