Modify Policy

Steps to Modify a Policy

1. Access the Policy Manager
   Click on the Policy Manager module at the top of the ExpensePoint window.
   
2. Select the Policy
   The main workspace displays the Policies section with a list of existing policies. Select the policy you want to edit.
   

3. Select Modify Policy
   From the Author Policy Tasks navigation menu, select the Modify Policy option.
   

4. Open the Author Policy Window
   This will open the Author Policy window where you can edit your policy.
   
5. Edit Policy Details
   In this window, you can modify the following:
   1. Policy Name
   2. Warning
   3. Conditions
      1. If you are missing a condition you need, you can add a new condition by clicking the Add button below the conditions list.
         
         For more information of creating conditions, please refer to this article.
      2. To remove a condition, select it from the list and click the Remove button below.
         
6. Save the Policy
   After modifying the desired fields, click OK to save your changes.
   

Learn more about the daily limits, conflict restrictions, and transaction limits in this article.

Watch the video below for a visual guide on Modifying a Policy.