{"id":27535,"date":"2023-12-27T10:01:52","date_gmt":"2023-12-27T10:01:52","guid":{"rendered":"https:\/\/www.itilite.com\/?post_type=docs&#038;p=27535"},"modified":"2023-12-27T10:01:53","modified_gmt":"2023-12-27T10:01:53","password":"","slug":"how-to-create-a-new-expense-policy-rule","status":"publish","type":"docs","link":"https:\/\/www.itilite.com\/help-center\/how-to-create-a-new-expense-policy-rule\/","title":{"rendered":"How to create a new expense policy rule?"},"content":{"rendered":"\n<ul>\n<li>Go to Settings -> Expense -> Policies<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-1024x472.png\" alt=\"\" class=\"wp-image-27536\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-1024x472.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-300x138.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-768x354.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-1536x707.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36-360x166.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080846\/SC36.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Here, you will have to enter a bunch of fields based on the type of configurations required.<\/p>\n\n\n\n<ul>\n<li><strong>Rule Title:<\/strong>&nbsp;This is a free text box, enter the policy rule name of your choice here<\/li>\n\n\n\n<li><strong>Employee Group:<\/strong>\u00a0Is this policy rule applicable for all? Yes? Then you can ignore this section\n<ul>\n<li> if the rule applies to a specific department\/entity\/user level\/business unit then you will have to follow these steps. for example, we are configuring a rule for the marketing  department.<\/li>\n\n\n\n<li>Then first this to do is turn the toggle off to select a specific employee type<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"286\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-1024x286.png\" alt=\"\" class=\"wp-image-27555\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-1024x286.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-300x84.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-768x215.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-1536x429.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4-360x101.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/Untitled-4.png 1800w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li>Next, click on \u201cAdd employee parameter\u201d and select \u201cDepartment\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"401\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-1024x401.png\" alt=\"\" class=\"wp-image-27562\" style=\"width:840px;height:auto\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-1024x401.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-300x118.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-768x301.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-1536x602.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd-360x141.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080845\/sdsd.png 1980w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li>Select the department for which this rule is applicable. In our case, we will select \u201cSales\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"247\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-1024x247.png\" alt=\"\" class=\"wp-image-27565\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-1024x247.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-300x72.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-768x185.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-1536x370.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa-360x87.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080843\/sdsa.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>Note: Employee parameters will only show up once we have added\/mapped users with individual departments on the \u201cUsers\u201d Section<\/em><\/p>\n<\/blockquote>\n\n\n\n<ul>\n<li><strong>Select category:<\/strong>\u00a0Want to set policy for a specific category then you can select the relevant category here.\n<ul>\n<li>For example: Let\u2019s say, we need to configure policy for \u201cMeals\u201d category<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-1024x535.png\" alt=\"\" class=\"wp-image-27572\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-1024x535.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-300x157.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-768x401.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-1536x802.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz-360x188.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/zcxxzcz.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul>\n<li>If no, then you can ignore this section<\/li>\n\n\n\n<li>Additionally, you can create policy at a granular level on an individual parameter as well\n<ul>\n<li>For example: In \u201cmeals\u201d category, can you choose \u201ctype of meal\u201d as the parameter and configure rule on \u201cBreakfast\/Lunch\/Dinner\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-1024x562.png\" alt=\"\" class=\"wp-image-27573\" style=\"width:840px;height:auto\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-1024x562.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-300x165.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-768x422.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-1536x844.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas-360x198.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadasdas.png 1830w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li><strong>Min Amount:<\/strong>\u00a0Enter limit above which out of policy needs to be triggered.\n<ul>\n<li>Eg: if policy for breakfast, meal expense is 400 per transaction then min amount should be entered as 400<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Max Amount:<\/strong>&nbsp;Enter maximum limit of&nbsp;<a href=\"https:\/\/www.itilite.com\/blog\/business-expense-policy-template\/\">expense policy<\/a>. This field will usually be 999999<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"621\" src=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-1024x621.png\" alt=\"\" class=\"wp-image-27576\" srcset=\"https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-1024x621.png 1024w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-300x182.png 300w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-768x466.png 768w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-1536x932.png 1536w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa-360x218.png 360w, https:\/\/d1ss4nmhr4m5he.cloudfront.net\/wp-content\/uploads\/2023\/12\/04080842\/sadsadsdsa.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Here, you will have to enter a bunch of fields based on the type of configurations required. Note: Employee parameters will only show up once we have added\/mapped users with individual departments on the \u201cUsers\u201d Section<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"doc_category":[210],"doc_tag":[],"acf":[],"year_month":"2025-02","word_count":271,"total_views":"217","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"user","author_nicename":"user","author_url":"https:\/\/www.itilite.com\/author\/user\/"},"doc_category_info":[{"term_name":"Expense admin","term_url":"https:\/\/www.itilite.com\/help-center\/category\/expense-admin\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.0 (Yoast SEO v24.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create a new expense policy rule?<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.itilite.com\/help-center\/how-to-create-a-new-expense-policy-rule\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create a new expense policy rule?\" \/>\n<meta property=\"og:description\" content=\"Here, you will have to enter a bunch of fields based on the type of configurations required. 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