Add New Policy

Steps to Add a New Policy

1. Access the Policy Manager
   Click on the Policy Manager module at the top of the ExpensePoint window.
   
2. Select the Add New Policy Option
   From the left side of the screen, in the Author Policy Tasks navigation menu, select Add New Policy.
   
3. Open the Author Policy Window
   This will open the Author Policy window, where you can create your new policy.
   
4. Enter Policy Details
   In this window, provide the following information:
   1. Policy Name
   2. Warning
   3. Conditions to trigger the warning for policy violations
      1. Field Name
      2. Operator
      3. Value
      4. If you are missing conditions, click the Add button below the conditions table to create new conditions.
         
         Tip: The more specific your conditions, the more precise your policy will be. Avoid creating contradictory conditions. For more guidance on creating conditions, please refer to this article.
      5. You can add as many conditions as needed. For example, you’d use two conditions if:
         1. Category is Car Rental
         2. Amount is over $50.00 per unit
            Note: When policies involve taxes, the Cost Per Unit will exclude tax.
      6. To remove a condition, select the condition from the list and click the Remove button below.
         
5. Save the Policy
   After entering all required fields and adding conditions, click Generate Policy Name, then click OK to save.
   

Watch the video below for a step-by-step guide on adding a new policy.