💳Creating Custom Submission Policies for Card Expenses

Pemo Submission Policies empower you to create different custom policies for Pemo Cards that override the default policy, allowing flexibility in rule application per Card.

Custom Policies are only applicable to Card Expenses If a Pemo Card is not linked to a custom Submission Policy, the Default card expenses policy is automatically enforced

Create a Custom Card Policy

To create a custom Submission Policy for Pemo Cards

1. Navigate to Settings and click on "Manage Policies" in the Submission Policies box

2. Click on the "New card policy" button

3. Toggle the fields that need to be completed by the spender

It is recommended to Complete Accounting Setup on Pemo before configuring your Submission Policy in order to include accounting fields in your policy.

1. Optionally, specify an amount threshold where certain fields should be marked as required.

Use 0 to make this field mandatory for all submissions irrespective of the expense amount.

Link Custom Card Policy To Pemo Cards

Custom Card Policies are only enforced when linked to Pemo Cards.

The policy is enforced on card expense purchases after the Pemo Card is linked to the Submission Policy; it has no impact on older expenses

Link a Policy to Pemo Cards

1. Go to Settings and click on "Manage Policies" in the Submission Policies box.

2. Select the desired Policy

3. Expand the "Link cards" option

4. Search, filter, and select one or more Pemo Cards as needed.

5. Save the Policy

Link a Pemo Card to a Policy

Alternatively, you can also edit an existing Pemo Card to set its Submission Policy.

Card Requests

Further, Card Request Approvers can also link cards to a Submission Policy during the approval process.