Follow these steps to create a new Accounting Policy:
- Go to Settings > Accounting Policy.
- Click Add a New Policy.
- Fill in the following information:
- Policy Name.
- Line Tags.
- Transaction Tags.
- Receipt Required Amount.
- Enable Send reminder to attach receipts to send reminders to Spend Owners for transactions crossing Receipt Required Amount.
- Click Save.
- Set Accounts Visibility and Tags Visibility.