An Accounting Policy adds an extra layer to automation to account for employee spend.
Follow these steps to assign an accounting policy to an employee:
- Navigate to People > Users.
- Hover over an employee to Edit details.
- Choose the new accounting policy from the drop-down menu in the accounting policy field.
- Hit Save.
Accounting Policies, unlike Approval Policies, must be assigned to individuals in order for them to take effect.
If the employee isn’t using Airbase as yet, you can assign an accounting policy when you invite them into the system.