Reimbursement policies

Modified on Thu, 03 Sep 2020 at 12:25 PM

When a requester is added to Reimbi that person is assigned to a policy. 

The policy is very important. It controls what expenses the requester can submit, what the receipt requirements are, expense limits, and much more. 

To access your company's policies you must have the Admin role assigned. 

Policy list

To see all of your company's policies, click on "Policies" in the side menu. 

View/Edit a policy

Click on a policy name to see all of the configuration options for the policy and to make updates. 

Create a new policy

Click on the "Create new policy" button to create a new policy that can be assigned to your requesters. 

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