How to create a custom expenses approval policy?

We are thrilled to announce our new feature that empowers you to design your personal expenses approval policy. Follow the steps below to set up your custom policy:

  1. Navigation: Go to the Sidebar and click on 'Settings'. From there, choose 'Approval Policies' in the sub-item. 
  2. Selecting the Right Option: Approval policies allow you to:
    • Create a new expense approval policy as per your preferences and requirements
    • Modify existing expense approval policies
    • Assign particular employees to the pre-built rules 'Direct Reimbursement' or 'Quick Approval'
    • Assign particular employees to custom-madecreated specific expense policy 
  3. Pre-built Rules: On the Horizons platform, we've set up two rule templates for your convenience:
    • Direct Reimbursement: Trusted employees can submit their expense reports for reimbursement directly without requiring an approval process on the Horizons portal.
    • Quick Approval: The line manager is the sole individual responsible for reviewing, approving, or rejecting expenses submitted by employees.
  4. Creating a Custom Policy:
    • In case you wish to create another policy besides the pre-built 'Direct Reimbursement' or 'Quick Approval', Click 'Add New' located in the upper right corner.
    • A blank policy template will appear. Enter your desired rule name.
    • Customize your multi-tiered reimbursement approval rules as you see fit. For each level, you, the Client Admin User, can designate one or multiple simultaneous approvers. If any approver in a given tier makes a decision (approval or rejection), that tier's decision process is deemed complete. 
    • Approvers within the same tier will simultaneously receive email notifications for reimbursement requests.
  5. Managing and Editing Rules:
    • Click on the 'View>' link to access specific rule details.
    • Inside, you can click "Edit" to make changes.
    • By selecting "Manage" and ticking the employee's name, you can allocate the policy to the respective employees.

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