Add an expense policy to a workspace

You can add an Expense Policy to your workspace by uploading a PDF document or creating a text-based policy directly in the workspace overview page. Workspace members can view and download uploaded policy documents and view text-based policies.

Who can add an Expense policy to a workspace

• You must be a Workspace Admin to upload, edit, replace, or remove expense policy content.
• Workspace members can view expense policy content.
• This feature is only available on the Control plan.

How to upload a policy document to an expense policy

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Select your workspace name > Overview.
3. In the Expense policy section, click Choose file.
4. Select a PDF file from your device.

The uploaded document appears on the workspace overview page for workspace members to view and download.

How to add policy text to an expense policy

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Select your workspace name > Overview.
3. In the Policy text section, type or paste your expense policy.

The policy text appears on the workspace overview page for workspace members to view.

How to replace or remove a Policy Document

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Click your workspace name > Overview.
3. In the Expense policy section, select the three dots (⋮) on the document thumbnail.
4. Select an option:
   • Replace - Upload a different PDF to replace the current document.
   • Remove - Delete the document from the workspace.

FAQ

Can I upload both a PDF document and policy text?

Yes. You can upload a PDF document under Policy document and add written guidelines under Policy text.

What file types are supported for Policy document uploads?

Only PDF files are supported for Policy document uploads.

Does updating the Expense Policy notify workspace members?

No. Adding or updating or the expense policy does not send notifications to workspace members.

Can I remove an uploaded expense policy document without deleting policy text?

Yes. Policy document and Policy text are managed separately. Removing a PDF document does not remove existing policy text.