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 Card Expenses
Expand the "More" option on your menu
Select Submission Policies
3. Select "Default card expenses" policy
4.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.
5- 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
Go to "Submission Policies" under the more section of your Navigation bar.
Select the desired Policy
Expand the "Link cards" option
Search, filter, and select one or more Pemo Cards as needed.
Save the Policy
Link a Pemo Card to a Policy
Alternatively, you can also edit an existing Pemo Card to set its Submission Policy by selecting the card, clicking advanced settings and then choosing the Submission Policy you want to link the card to.
Card Requests
Further, Card Request Approvers can also link cards to a Submission Policy during the approval process.