Can I set up special rules for some categories?

General rules will be applicable to all expense categories of particular policy. However, it can be changed for individual categories by overriding the default settings.

To set up special rules for categories:

• 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.
• Select the policy for which you want to set up the categories.
• Go to the Category Limits tab.
• Hover over the category for which you would like to set a limit.
• Click Override.
• Check the Expense amount limit box and provide the expense amount limit.
• Check the Receipt required limit and provide the limit specific to that category.
• Check the Make description mandatory if you want to make the description mandatory.
• Click Save.