Admin users can set and enforce specific expense policies that align with their business practices.
1. Log on to https://app.elevatecard.ffb.bank/web.
2. On the side menu, click on your company name, then choose Company Settings.
3. Under Expense Policy, Admin users can define specific expense policies for their accounts. These include Transaction Requirements, and Custom Policy:
- Transactions Requirements - Admin users can set requirements for each users and departments.
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Custom Policy - Admin users can create custom expense policies when reviewing transactions. These custom policies can be applied company-wide or tailored to specific departments.
Click the New Custom Policy button to add a new custom policy.