Defining Expense Rules for Policies
Yes, each Expense Policy created on Keka can have different rules configured for the expenses. Multiple Expense Policies can have same Expense Type associated to it, but the rules of expense claim can differ.
Few examples of such scenarios:
- Management team can claim INR 20,000 per month for any travel made under expense type Air Fare, without having to submit the receipt/invoice. But, Sales team under expense type Air Fare, can only make a claim of INR 5,000 per month, given that they are submitting the receipt/invoice for the same.
- Only sales team can claim fuel reimbursement of INR 8000 per month, without having to submit the receipt. Other employees are not eligible for fuel reimbursements.
To configure/define rules for expense types under given policy, follow the steps below:
Step 1: Go to Settings >> Expenses
Step 2: On the policy listing screen, start configuring the rules/guidelines by clicking on ‘Edit’ icon against the Expense Type you want to configure.
Step 3: On the next screen, define the rules and guidelines around expense amount that can be claimed.
Once you have configured the rules/guidelines, click on ‘Save & Continue’ to save this configuration. The rules will be applied automatically to all claims made by employee having this Expense policy (along with expense type) associated with them.
You can follow these steps to configure different rules for each Expense Type under each Expense Policy.
If you are having trouble creating expense rules, write to firstname.lastname@example.org.