Policies and rate schedules

Create a mileage policy with a rate schedule, including a tiered rate by distance band. Create an accommodation policy with per-city rate limits. Create a meals policy with a daily limit. Configure the violation behaviour — warn, require justification, or block — then enter an expense that breaches a policy and show each behaviour in turn. Finish on currency handling for foreign expenses. Violation behaviour is a culture decision, not a configuration decision. Blocking means employees cannot file legitimate exceptions, and legitimate exceptions exist. Warn-and-justify is usually right. Have that conversation with the client rather than defaulting to whatever the screen offers first. Rate schedules need effective dates, and somebody must maintain them annually. Put it on the client's calendar, or it becomes the January failure in the next lesson. And per-city accommodation limits are high maintenance. Confirm the client will actually keep them current before building them — a…

In this module: Module 10 · Expenses

1. 1How expenses actually flow
2. 2Templates and expense types
3. 3Policies and rate schedules
4. 4Approval and audit
5. 5Corporate cards
6. 6End to end and what breaks
7. 7Lab: build an expense policy