set policy parameters

Set policy parameters

Effective spend management starts with policy parameters that are tailored to the specific needs of your business. Our spend management platform allows you to easily set spending parameters such as a minimum transaction amount that requires a receipt and apply them to your employees.

Set policy compliance reminders

Cut down on confusion with weekly policy compliance reminders. Setting up these automatic reminders allows business owners to easily communicate company spending policies without having to follow up in person after an unauthorized transaction has been made.

Set policy compliance reminders with push notifications, email, and SMS
Set custom policy violation reminders

Set policy violation reminders

Policy violation reminders are a great tool to keep your employees informed about the transactions they’re allowed to make. Business owners or account admins have the ability to set the number of policy violation reminders and automate the process.

Expanded reporting view

Keep all account users on the same page with our expanded reporting view. Business owners, admins, and employees can easily view transactions that violate a spend policy on the reporting page of the spend management web or mobile app.

Expenses that violate a spend policy can be easily identified in their own column of the accounting view to make sure that employees know which transactions are allowed and which are prohibited.

Expanded reporting view