Objective
This unit explores the essential components of Policy Groups. Throughout this unit, you will gain a comprehensive understanding of Policy Groups, including insights into how to access and manage them.
After completing this unit, you will be able to:
Policy groups are groups of users, where each group has a unique expense policy. For each policy group, you can set different expense types, and many times these groups might relate to different countries/regions.
As an administrator, you can use the policy groups page to create up to five policy groups for your expenses.
For example, a company wants its executives to have special expense limits or the sales employees to have unique expense types. To achieve this, you can create two policy groups: one for Executives with special expense limits and another for Sales with different expense types.
Policy groups can help you get your business expenses under control by limiting expenses for employees. Policy groups can also help you get organized by separating users into groups that have access to different expense types and spending limits.
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