Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Manager, Admin
An expense limit can help keep additional costs in check by automatically declining unexpectedly large expenses.
This article explains how to:
Getting started
Add expense limit
- Select the Settings menu.
- Under Payroll Settings, select Expense Categories.
- For the expense category you would like to impose a limit on, under Actions, select Adjust Cap Limit.
- Under Expenses Cap Limit, enter the maximum amount an expense can be before it is automatically declined.
- Select Update.
Under the Cap Limit column, you will now see the expense claim limit in your local currency.
Users will see the following message if they exceed the cap limit when submitting an expense.
Further information
If you are looking for further ideas, try our community.
Explore similar topics
- How to manage expenses: You can use the expense management feature to view, approve, and decline expense claims.
- Configure my organisation's expense workflows: Expense workflows allow you to automate various aspects of the expense module.