What is an Out of Policy expense?
A transaction that doesn't qualify as a company expense.
Example: A personal expense made on a company card.
Example: The company policy is $15 for lunch every day but the purchase was for $20. $5 of the purchase was out of policy.
How do you view out of policy expenses?
Log into Emburse and click on "Out-of-Policy Expenses"
Link your personal bank account to Emburse
Automatically pay Out of Policy expenses
Click on "Enable Automatic Payments" to allow Emburse to automatically charge for out-of-policy expenses. You will have at least two days to review each expense.
You can set the amount for automatic payments.
Pay out of policy expenses
Log into Emburse and click on "Out-of-Policy Expenses". On the right side, click on "View expenses & Pay Balance"
This will take you to a page that lists all the current out of policy expenses.
Clicking "Pay Balance" will withdraw the amount from the connected bank account.
If a transaction was marked as out of policy incorrectly, click on the "v" to the right of the expense and mark it as "Not Out-of-Policy".
This will prompt you to write a reason for marking it as Not out-of-policy and remove it from the list of out-of-policy expenses.