Customising your expense policies for Jeeves Card and Jeeves Pay is a simple process.
1. To get started, log in to your account, navigate to Settings and select Policies & Approvals
Alternatively, you can head to the main page of your dashboard and check the Needs Attention section, where you can find the Manage Policies option.
2. Once you access the Policies & Approvals tab, you will be able to adjust the platform settings.
To make your experience seamless, we've set default submission requirements to the following:
- For Card Transactions:
- In the US, the default is set to $75, aligning with IRS requirements.
- In other regions, the default is $0, allowing customisation based on regional regulatory entities.
- For Jeeves Pay Transactions: The default is always $0, meaning that an invoice/note is recommended for all Jeeves Pay payments according to the policy.
Remember, you have the flexibility to reset policy settings at any time by clicking on the Reset Policies button:
We believe that Jeeves Expense Policies will revolutionise your expense management process, ensuring greater transparency, compliance, and efficiency. Feel free to explore these new features and tailor them to your company's unique needs.