Creating an Expense policy

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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.

1. Go to Configure > Expense policies.
2. Select Add expense policy.
   
3. Enter a name for the policy.
   
4. (Optional) Add a URL linking to your full policy document and add a description for the policy. Then, select Next.
   
5. 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.

6. 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.
   
7. 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.