Setting up an expense reimbursement policy

Log into Accrualify - Please not you will need Admin access or Expense manager Access. 

Once in click on the "expenses" sidebar menu and then click on the "Policy" tab. 

Once in the Policy section - click "New Policy" 

Once in the "New Policy" detail. Fill out all required policy parameters: 

Basic Setting: 

Policy Availability: Choose the Sub/dept you would like the policy to be available for. 

Violations: Accrualify provides simple policy violations select those that are applicable

Distance/Mileage: Override our standard mileage if desired. 

Reports: This dictates some basics surround expense reports such as: Currency, Automatic submission frequency and accumulated calculations for your expense periods. 

Categories: Please note that Categories most likely (depending on your ERP) should first exist in your ERP and Accrualify will pull those categories into our system. You will then be able to select which categories you want available in your policy. This is a requirement to synchronize Expense reports into your ERP. 

Taxes:  Upload any tax codes if desired - This is not a required field.

Per Diem: load any per diems if desired. 

Once completed hit the "Submit" button and you've created a new policy that is exposed to all employees depending on the Sub/Dept selected.