Setting expense policies and limits

What you’ll do: write your expense policy into Dexta Spend so claims are checked as they come in.

Who can do this: Spend admins.

Steps

1. In Dexta Spend, open Categories and click Add category for each kind of spending.
2. Open Policies and click Add policy. Give it a Policy name and choose the Expense category.
3. Set the Maximum amount / month and Claims allowed / month (blank: no limit).
4. Under Receipt required, choose whether a claim without a receipt can be submitted. Set a Per diem if you pay one, and the Applicable departments.
5. Open Department spend limits. Set each department’s Spend limit a month and its Cost centre in Dexta Books.
6. Under When a claim goes over a spend limit, choose to warn only or to block.

Good to know

• Approval steps for claims and advances are set in the Hub under Approval chains.
• The cost centre means each claim lands in Books against the right department.

Related

• Approving expense claims
• Approval chains and delegating
• Dexta Spend