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How do I set up a reimbursement policy in Expensify?
Setting up a reimbursement policy in Expensify is an important step for any business that wants to streamline their expense management process. By setting up a reimbursement policy, businesses can ensure that their employees are reimbursed for their expenses in a timely and accurate manner. Additionally, having a reimbursement policy in place can help businesses save time and money by reducing the amount of paperwork and manual processing required to manage employee expenses.
Grace Everwood
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Expensify
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Go to [https://www.expensify.com/](https://www.expensify.com/) and log in to your account.
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Click on the “Settings” tab in the top navigation bar.
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3
Click on the “Reimbursement Policies” tab in the left-hand navigation menu.
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Click on the “Create New Policy” button.
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Enter the name of the policy in the “Name” field.
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Select the currency of the policy in the “Currency” dropdown menu.
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Select the type of policy in the “Type” dropdown menu.
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Enter the maximum amount of reimbursement in the “Max Reimbursement” field.
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Select the “Allow Reimbursement” checkbox if you want to allow reimbursement.
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Click the “Save” button.
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