What is policy violation? Will I know if Iโ€™ve violated a policy while recording an expense?

A policy violation happens when a user records an expense with details violating the companyโ€™s policies.

Once Admins have created a policy and assigned users to the policy, it will be automatically applicable to all expenses. Expenses exceeding the defined limits will be flagged as policy violations in the userโ€™s expenses and reports.

A policy violation can be due to any of the following reasons:

  • Expense amount limit: The expense amount recorded is greater than the maximum amount allowed by the company for an individual expense.
  • Receipt required amount: An amount above which any expense recorded should have a receipt attached to it.
  • If description has been made mandatory by the Admin for all expenses, then expenses without a description are considered as policy violations.
  • An expense that has expired is considered a policy violation.
  • Uncategorized policy violation: When an expense is not associated under any category, it is considered a policy violation.
  • If the admin has configured rules and the userโ€™s expenses violate them, then the expenses are considered a policy violation.
Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.