As an admin, you can create policies that apply settings to any assigned budget or custom limit card. You can create the following policies:
Automatically freeze cards: automatically freeze cards with incomplete transactions after a set period of time
Merchant category restrictions: allow or block transactions based on designated merchant category selections
Receipt requirements: determine which transactions require spenders to attach receipts
Transaction approvals: determine which transactions require approval and which users need to approve those transactions
Transaction limits: set the maximum amount that can be spent in a single transaction
You can also create a new policy by duplicating an existing policy.
Create policy from a web browser
Create automatically freeze cards policy
Automatically freeze cards policies allow you to automatically freeze cards with incomplete transactions after a set period of time.
In the Navigation Menu, select Policies
Select Automatically freeze cards
Select New policy
Enter a name for the policy in the Name your policy field
Select your preferred settings for the Automatically freeze cards policy
Select Save policy
Your new policy displays in the Automatically freeze cards page
To assign your policy to a budget, complete the following steps:
Select the Options (three dots) icon for the policy
Select Assign policy
Create merchant category restrictions policy
Merchant category restrictions policies allow you to allow or block transactions based on designated merchant category selections.
In the Navigation Menu, select Policies
In the Restrictions section, select Merchant category restrictions
Select New policy
Enter a name for the policy in the Name your policy field
Select your preferred settings for the Merchant category restrictions policy
Select Save policy
Your new policy displays in the Merchant category restrictions page
To assign your policy to a budget or custom limit card, complete the following steps:
Select the Options (three dots) icon for the policy
Select Assign policy
Create receipt requirements policy
Receipt requirements policies allow you to determine which transactions require spenders to attach receipts.
In the Navigation Menu, select Policies
Select Receipt requirements
Select New policy
Enter a name for the policy in the Name your policy field
Select your preferred settings for the Receipt requirements policy
Select Save policy
Your new policy displays in the Receipt requirements page
To assign your policy to a budget or custom limit card, complete the following steps:
Select the Options (three dots) icon for the policy
Select Assign policy
Create transaction approval policy
Transaction approval policies allow you to determine which transactions require approval and which users need to approve those transactions.
In the Navigation Menu, select Policies
Select Transaction approvals
Select New policy
Enter a name for the policy in the Name your policy field
Select your preferred settings for the Transaction approval policy
Select Save policy
Your new policy displays in the Transaction approvals page
To assign your policy to a budget or custom limit card, complete the following steps:
Select the Options (three dots) icon for the policy
Select Assign policy
Create transaction limits policy
Transaction limits policies allow you to set the maximum amount that can be spent in a single transaction.
In the Navigation Menu, select Policies
In the Restrictions section, select Transaction limits
Select New policy
Enter the maximum transaction amount in the Maximum transaction amount field
Select Save policy
Your new policy displays in the Transaction limits page
To assign your policy to a budget or custom limit card, complete the following steps:
Select the Options (three dots) icon for the policy
Select Assign policy
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