Managing Policies

Managing policies in Zoho Expense covers the spending rules that keep expense claims within company limits. This section explains how policies work and how to configure them.

What this covers

This section of the knowledge base covers what expense policies are and how they enforce spending limits automatically, and the specific settings available when configuring a policy, such as currency, policy admins and travel documentation.

Topics covered in this section

• Policies overview
• Policy settings

Frequently asked questions

Is a policy compulsory for every employee?

A default policy with no restrictions applies from the start, and admins can assign more specific policies as needed.

Can I attach a written travel policy document?

Yes, a travel policy document can be uploaded within a policy’s settings for reference.

Need help?

Need help setting up expense policies in Zoho Expense? Contact support@thoughtlogik.com or see our Zoho implementation services.