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Here, we describe how you, as an administrator in the service, can present your organisation’s policy and instructions for how users should report expenses. This can be done by uploading a document that will be visible to users when they register expenses. Under Marketplace in the menu on the left, the Policy and Approval function needs to be activated. If approval is already activated for the organisation, you don’t need to take any further action. Policy has been added under this function and is now called Policy and Approval.
When activated, under Policy and Approval in the menu on the left, you will have two tabs to choose from: Approval and Policy document.
To the right, under the Policy Document tab, you will find the Upload policy document button. Click on it to upload a document. The document to be uploaded must be in PDF format, we recommend the file type PDF/A. Once the document is selected and uploaded, it will appear under this tab as shown below, with information about who uploaded the document and when it was uploaded. Here, you can also preview the document, rename it, or delete it using the three icons on the right.
Once the document is uploaded and in place, it will be accessible to users reporting expenses for the organisation. The user will see this button in private mode under the Dashboard tab on the web.
In the app, the user can find the document by clicking on the three lines in the top right corner and then selecting Policy.
When the user clicks the button, the policy document will be displayed as shown below.
Last modified on September 9, 2026