An Accounting Policy is a rule that you can define for an additional layer of accounting automation. In an Accounting Policy, you can specify Line tags and Transaction tags. You can also create rules to remind Spend Owners to attach receipts to transactions.
Watch the video to learn how to set up Accounting Policies:
The video has information about:
- Benefits of setting up an Accounting Policy.
- How to set up an Accounting Policy.
You can assign an Accounting Policy to a user individually, or create and assign one for a department.