Can I restrict certain users from viewing all the categories?
Yes, you can restrict certain users from viewing all the categories. You can do that by creating a new policy and enabling the required categories alone. Hereโs how:
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Select Policies under Users and Control.
- Click + New Policy at the top right corner.
- Configure the basic policy settings.
- Click Save and Continue.
- Select the expense categories for which your employees will incur expenses and set limits for those categories.
- Click Save and Continue.
- Configure the mileage rates.
- Click Save and Continue.
- Set the per diem rates for your employeesโ expenses.
- Click Save and Continue.
- Configure rules for your organization expenses.
- Click Finish.
Once youโve created a policy, you can assign the policy to the required users.