Do you have users who forget to submit receipts? With Expense Policy Enforcement, you can now limit spending on the card until tasks like these are completed.
When a task is overdue, set a time period for when a task needs to be completed. If the task is not completed by that set time period, the spending on the card will be restricted to an amount you set. It can be restricted to $0 to limit all spending on cards until the task is completed.
Turn on Expense Policy Enforcement
You must have Admin permissions to make changes to this feature.
- Go to the Expense Policy page
- Under "Expense Policy Enforcement", click on "Edit"
- Turn on "Enforce expense policies by imposing restrictions whenever tasks are overdue."
- Set the date and amount options
- Press "Save"
These settings apply to all cards on the account so you don't need to make changes to each individual card or user.
If tasks are not completed
If tasks are not completed after the stated number of days, the card is automatically restricted to the $X per transaction.