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Editing or deleting policies

SoldoPlans_Enterprise_202407_R_EN.svg

You can update an Expense policy anytime:

  • Edit allowances – Modify allowances for each category.
  • Edit details – Change the name, description, or linked URL.
  • Delete a policy – If it’s no longer needed, you can remove it.

To edit details or delete a policy:

  1. Navigate to Configure > Expense policies.
  2. Select the policy.
    WC_Expense_ExpensePolicy_SelectPolicyAnnotated_202503_EN.webp
  3. Select the three dots icon (more options).
    WC_Expense_ExpensePolicy_PolicyMoreOptionsAnnotated_202503_EN.webp

To edit allowances:

  1. Navigate to Configure > Expense policies.
  2. Select the policy.
    WC_Expense_ExpensePolicy_SelectPolicyAnnotated_202503_EN.webp
  3. Select Edit allowances.
    WC_Expense_ExpensePolicy_PolicyEditAllowancesAnnotated_202503_EN.webp

You can update an Expense policy anytime to:

  • Edit allowances – Modify allowances for each category.
  • Edit details – Change the name, description, or linked URL.
  • Delete a policy – If it’s no longer needed, you can remove it.

Edit Expense policy details or delete a policy

  1. Navigate to Configure > Expense policies.
  2. Select the policy.
  3. Select the three dots (more options) and choose the relevant option.
    WC_ExpensePolicies_EditPolictMoreOptionsAnnotated_202512_Surface_EN (1).png

Edit Expense policy allowance

  1. Navigate to Configure > Expense policies.
  2. Select the policy.
  3. Select Edit allowances.
    WC_ExpensePolicies_EditAllowanceAnnotated_202512_Surface_EN.png
  4. You'll be able to update the allowance for each of your Expense categories. When complete, select Confirm and the changes will be saved.

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Who: Super admin, Admin, Accountant
Pricing plan(s): Unlimited
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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.