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. Hereโ€™s 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 youโ€™ve created a policy, you can assign the policy to the required users.

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