Pemo Submission Policies let you create custom policies for Pemo Cards. These policies override the default policy, giving you flexibility in applying rules to each card.
Custom policies apply only to card expenses. If a Pemo Card isn’t linked to a custom Submission Policy, the Default card expenses policy is automatically enforced.
Create a custom card policy
Complete your Accounting Setup in Pemo before configuring your Submission Policy if you want to include accounting fields.
Go to More → Submission Policies.
Select New card policy at the top of the list.
In the New submission policy drawer, enter a Policy title (up to 45 characters).
Toggle the fields that the spender must complete.
Optionally, specify an amount threshold above which certain fields are required.
Save the policy. You see Submission policy created successfully.
Use 0 to make a field mandatory for all submissions, regardless of the expense amount.
Link a custom card policy to Pemo Cards
Custom card policies are only enforced when linked to Pemo Cards.
The policy applies to card purchases made after the Pemo Card is linked to it. It doesn’t affect older expenses.
Go to More → Submission Policies.
Select the desired policy.
Expand Link cards.
Search, filter and select one or more Pemo Cards.
Save the policy.
Link a Pemo Card to a policy
You can also edit an existing Pemo Card to set its Submission Policy.
Select the card.
Click Advanced settings.
Choose the Submission Policy you want to link to the card.
Card requests
Admin, Internal accountant and External accountant can also link a card to a Submission Policy at the Submission policy step when a card is issued.