📤Out-of-pocket Expenses Approval Policies: Step By Step Guide

1) Manage Rules: In settings, click “Manage rules” on the Approval Policy tiles.

2) Create New: Click on "Create new" to begin setting up your Approval Policy.

3) Name Your Approval Policy: Give your approval policy a clear and descriptive name. 4) Pick the Required Teams: Select the team(s) that best fit your approval needs. 5) Modify Limits in the First Rule: Spend levels are set by specific brackets, with each rule starting at a defined spend limit. The first rule always begins at 0 AED. If there are multiple rules, the starting point of each subsequent rule will be the ending spend level of the previous one. The final rule in your approval policy will always have an open-ended limit, continuing to infinity. Adjust the spending limits as needed to suit your requirements. 6) Add Approvers: Assign the appropriate approvers to the policy in the "Required approvers" selection. You've the flexibility to choose specific users within your organization or select specific user roles (e.g Admin, Accountant)

7) New Rule Created: A button will indicate a new rule, allowing you to modify the new limits. 8) Repeat for Additional Rules: Follow the same steps to set up additional rules.

Policy with multiple rules example

See in the below Approval Policy for card expenses there are 2 rules within the policy. The first rule covered any expenses between 0 and 300 AED and we've decided that any spend within the bracket doesn't need to be approved. Then any spend above 300 AED will be need to be approved by "Test Signup"

Pemo Power Tip: You can create up to 3 rules, with an infinite number of steps inside each rule.