Set up a spending policy

A spending policy lets you control how much a member can spend in one transaction and in one month without any approval. Only account administrators (Account Owner or Administrator) can set it up.

🚨 The spending policy applies to new virtual cards' requests (Requests tab) or to top-up requests for plastic cards (in addition or instead of your monthly budget).

There are two ways of setting up policies in Spendesk:

  • Per members: by clicking on "Settings" > "Members" > select a member from the recap tab > Edit Profile > Policy Section and choose the right policy in the dropdown list. If none of the existing policies fits, choose "Custom" and manually enter the amount per transaction and amount per month.

🤓 If you'd like to give more flexibility to your teammates, indicate an important amount per transaction/month. However, if you'd like to have more control over their spending, then set at 0€ per transaction/month their policy, which means that all their requests will have to be approved beforehand. 

  • At the company level, per group of individuals: by clicking on "Settings" > "Members" > "Policies".  Simply choose the name of your policy and edit the amount per transaction and per month. In addition, you can directly add members that you already know should follow this spending policy.
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