Show images
To create a policy, you’ll need expense categories set up first. If your Soldo account is integrated with an accounting platform, categories will sync automatically. If not, you can create them manually in Configure > Accounting Classification.
To create a new policy:
Note: You’ll need to log in to the web app as a Super admin, Admin, or Accountant to create a new Expense policy.
- Go to Configure > Expense policies.
- Select Add expense policy.
-
Enter a name for the policy.
- (Optional) Add a URL linking to your full policy document and add a description for the policy. Then, select Next.
-
Set allowances for each expense category. For more information on allowances, refer to this article: Expense policies
Tip: If all category allowances are set to unlimited, you won’t have any out-of-policy expenses, so make sure at least 1 category has an allowance set.
- Select the users who will be assigned this Expense policy and then select Next. If you don't want to assign users yet, select Skip and assign user later.
- Check the details and select Confirm to save your policy.
Note: All active expense categories are included in the policy, but you can set different allowances per category.
Show images
To create a policy, you’ll need expense categories set up first. If your Soldo account is integrated with an accounting platform, categories will sync automatically. If not, you can create them manually in Configure > Accounting Classification.
To create a new policy:
Note: You’ll need to log in to the web app as a Super admin, Admin, or Accountant to create a new Expense policy.
- Go to Configure > Expense policies.
- Select Add expense policy.
-
Enter a name for the policy.
- (Optional) Add a URL linking to your full policy document and add a description for the policy. Then, select Next.
-
Set allowances for each expense category. For more information on allowances, refer to this article: Expense policies
Tip: If all category allowances are set to unlimited, you won’t have any out-of-policy expenses, so make sure at least 1 category has an allowance set.
- Select the users who will be assigned this Expense policy and then select Next. If you don't want to assign users yet, select Skip and assign user later.
- Check the details and select Confirm to save your policy.
Note: All active expense categories are included in the policy, but you can set different allowances per category.