Clients can create customized expense categories for their EOR employees and contractors.
This can help them better categorize expenses for accounting purposes, and limit the amount a contractor should submit in an expense request.
Workers can still submit expenses over the limit, but the client will be notified when they review their pending items.
✅ Step 1 – Select the Organization Settings icon on the home page, and then click View under the Adjustment & Expense Policies card
✅ Step 2 – On the Custom Adjustments tab, click Create Policy
✅ Step 3 – Name the expense category and expense limit
Clients may choose to require receipt documentation for expense submissions.
Note: Clients can't also require receipt proof if the recurring submissions toggle is activated.
✅ Step 4 – Click Add
Multiple expense categories can be added if needed.
Customized categories will appear in reports, approvals, and invoices