Our Spend Limits feature allows you to include some of your employee spending policies within Spendesk based on an expense category and either a 'per day' or 'per month' limit.
For example, you could configure a policy that allows employees to spend up to €50 per day on Food:
In practice, this then can benefit in the following ways
Employees when making a request are informed if they are going over a policy limit
Approvers can see if a request it out of policy, and therefore use this to help make their decision
Finance teams have visibility when reviewing expense claims, and can use these limits to set the reimbursement amount
For now, it is a purely informational feature to help users be aware of their policies, it doesn't actively enforce or automatically manage any additional rules (such as approval).
Configuration
To configure a spend limit, navigate to Settings > Company Rules > Spend Limits.
Once you select Create a Spend Limit you'll see the following dialog:
Enter the expense category, amount and whether it should apply daily or monthly for each user.
For example, a limit for 'Food' with €50 per day, means that if any user raises requests for over €50 in a single day they will be notified that they are going over the limit.
Please note that currently, it does not prevent them from still raising the request.
Usage
When raising a request, users will be warned if a request puts them over any limit for the selected expense category:
Approvers will see a similar warning when reviewing a request for approval.
Finance teams will also see this note next to the reimbursement amount with the option to reduce it to match the limit:
