Please follow the steps below to create new expense policy : 


Go to Administration> Company settings> Click on Expense tab


To add Expense types:

  • Click Add New in Expense types tab.  


Adding Expense policy: 

  • Click on the Expense policy tab and then click on 'Add New' button. Enter all the required details and click on the 'save' button to create expense policy. 

Assigning Expense type to policy:

  • Click on policy name, then an Expense modal will be displayed in two tabs.

           In 1st tab, you can view/update/assign expense types for the selected expense policy

           In 2nd tab, you can assign employees to the expense policy