How to set up expense approval rules?

You can set up approval rules for additional control over employee spending. To define these rules:

• Go to the mobility program in which you want to define the rules and scroll down to "Approval policy"
• Click on "Add a rule" and select to which employee groups this needs to be linked. Employees in this group will be subject to these approval rules
• You can then define two types of rules:
  • General rules that will apply by default to all expenses.
  • Service rules that will be dedicated to one or more mobility services. They replace the general rules.

💡 When setting up or changing approval rules, please check with your account manager or the support team

Define a rule

To add a general rule, you will have to fill in several information:

• If it's a service rule, select to which mobility services the rule needs to be applied
• The amount above or equal to which an expense will be subject to this rule
• The type of the expense (payment card, reimbursement)
• Whether your employees must provide specific information or receipts for the expense to be approved
• Whether administrators must manually validate expenses or verify approved expenses