Expense Policy Enforcement

Expense Policy Enforcement

Expense Policy Enforcement helps you reduce missing receipts and overdue tasks by restricting card spending until required actions are completed. Admins can define when a task is considered overdue and what spending limit applies until the task is resolved.

You can enable Expense Policy rules only when you use Emburse Cards as a standalone product. If your account is integrated with other Emburse products (for example, Emburse Professional, Nexonia, Emburse Spend, Emburse Enterprise, Emburse Tallie, or Emburse Captio), you will not see Expense Policy rules in Emburse Cards. Configure expense policies in the integrated product instead.

When a task becomes overdue, you can set a time period for completion. If the task is not completed within that time period, spending on the card is restricted to an amount you define. You can set the limit as low as $0 to block all spending until the task is completed.

To learn more about setting up tasks (such as requiring receipts), see Expense Policies: Introduction.

Turn On Expense Policy Enforcement

You must have Admin permissions to change these settings.

1. Go to the Expense Policy page.
2. In Expense Policy Enforcement, select Edit.
3. Turn on Enforce expense policies by imposing restrictions whenever tasks are overdue.
4. Set the overdue timing and spending limit options.
5. Select Save.
Expense Policy page showing the Expense Policy Enforcement section with the Edit option.
Expense Policy Enforcement settings showing the enforcement toggle and fields for overdue timing and spending limit.

How Enforcement Applies

These settings apply to all cards on the account, so you do not need to update each card or user individually.

If Tasks Are Not Completed

If tasks are not completed after the configured number of days, the card is automatically suspended until the tasks are completed.

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