What is flexible spending?

Allow employees to exceed their pre-approval budget spending rule limits.  Any out-of-policy amounts will be reconciled as personal expenses which must be paid for by the employee.

Read more about marking out-of-policy transactions here

For example, if an employee is budgeted $15 per day for lunch, but orders something that costs $17, the transaction will go through. However, they will then be prompted to pay the company back $2 from their personal bank account.

Turn on flexible spending for the company

As someone with Admin permission:

1. Go to Company Settings
2. Go to Settings "Edit"
3. Turn on "Enable flexible spending limits"

You will then need to turn on flexible spending on a card-by-card basis.

Note: Flexible spending can only be enabled for cards "Restricted Using Rules." Cards "Restricted Using Amounts" cannot have flexible spending enabled. 

Turn on flexible spending per card

After turning on flexible spending in the Company Settings, each member will need to turn on flexible spending on each card.

To turn on flexible spending per card:

1. Go to the Cards page
2. Click on the card you want to change
3. Click on "Enable flexible spending limits"

Turn off flexible spending per card

1. Go to the Cards page
2. Click on the card you want to change
3. Scroll down to Spending Restrictions and turn off "Enable flexible spending limits"

Automatically mark transactions as Out of Policy

With a personal bank account connected, when a member makes a purchase that exceeds their spending restrictions, the extra amount is automatically marked as out-of-policy and will appear on the member's out-of-policy expense list.

Learn more about paying out of policy expenses here