The company policy tool requires uploading company's specific policy for Jack's AI system to utilise when assessing individual supplier transactions or expense claims.
For instance, if an invoice for a laptop amounts to £1.5k, but the company's policy dictates a maximum expenditure of £1k on laptops, Jack will promptly flag this for further approval. This ensures adherence to company guidelines and helps prevent overspending or unauthorised expenses.
After you Sign In, Click the 'Settings' Button, Then Click the 'Company Policy' Tab
To Add new document type, Click the 'Choose Type' button, Then Click the '+Add Custom' Button.
Fill the 'Policy Name', Then Click the 'Save' Button.
Select the 'Policy Type', Then Click the 'Browse' Icon to upload a document, Then the Click the 'Add' Button to save the new policy document.
