Here’s a simple guide on what expense policies are and how to create one on Rindegastos’ web platform.
Topics you’ll find in this article:
What is an expense policy?
Expense policies are guidelines set by companies to define how Submitters should create and submit their expenses for review. With expense policies, companies can determine:
Which Submitters are assigned each expense policy.
The rules and fields that Submitters need to fill out when creating expenses.
The review workflow for Expense Reports and which Approvers will be involved.
A company can have one or multiple policies, depending on its needs and how the platform is implemented.
How to create an expense policy by copying an existing policy?
Creating an expense policy by copying the settings of another policy is easy. Just follow these steps:
From the "Administrator" menu, select “Policies.”
You will see the list of current policies in your company.
In the upper right corner, click on "+ Create Policy."
Enter a name for the new policy and optionally a code.
You have two options to create your policy, select "Copy Settings from Another Policy."
Select the policy you want to copy from the list and click "Create Policy."
That’s it! You now have a new policy created. Next, define the Submitters who will use the policy and set up the review workflows as needed.
🧐 Note: The copied data includes similarity percentage, fields, categories, taxes, mileage, and currency. Submitters and the review workflow are not copied and must be manually configured for each expense policy.
How to create a blank expense policy?
Creating an expense policy from scratch is simple. Follow these steps:
From the "Administrator" menu, select “Policies.”
You will see the list of current policies in your company.
In the upper right corner, click on "+ Create Policy."
Enter a name for the new policy and optionally a code.
Choose "Create a Blank Policy."
Select the currency for the policy and click "Create Policy."
That’s it! The policy is created, and you will need to fill in all the details, assign Submitters, and set up the review workflows.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!