The Company Policy tool helps automate compliance across your team by sending reminders, collecting receipts, and controlling card access based on customizable rules. It ensures greater accountability and reduces manual oversight by enforcing consistent standards automatically.
To create a company policy:
1. Log in to your account on the platform.
2. Click the Company tab in the top menu.
3. From the dropdown, select Company Policy.
4. On the Company Policy page, click the green + Create rule button.
5. Enter a name for the rule (e.g. "Transactions over $75") and click Continue.
6. Follow the prompts to set up the policy:
Under Conditions, choose what triggers the rule (e.g. "Transaction amount is greater than $75.00").
Under Actions, select what should happen:
Require a receipt and memo submission
Send daily email reminders
Auto-lock the card after a certain number of days
7. Review your settings and click Save to activate the rule.
You can create multiple policies to match different spending scenarios. All rules will apply automatically based on the conditions you set.