Creating an Expense policy

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.

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 > Transaction settings > Expense categories.

Create a new Expense policy

1. Go to Configure > Expense policies.
2. Select Create expense policy.
   
3. Enter a name, description (optional), and policy link (optional), then select Next.
   
4. Set allowances for each expense category. For more information on allowances, refer to this article: Expense policies
   

5. If you want to assign the policy to users at a later date, you can skip this step. Otherwise, select Add users.
   
6. Select each user you want to assign the expense policy to. You'll be able to see any policy already assigned to each user. After making your selection, click Confirm.
   

7. When you've finalised your user assignment, select Next.
   
8. Finally, review your details. If you need to make any changes, select Edit next to the relevant section. If you're happy, click Create to add the policy and assign it to your selected users.