Create Reimbursement Policy.

Reimbursement Policy in Airbase is a combination of one or more Reimbursement Rules.

There are three types of rules based on their function and each rule has three different parts to it.

To create a Reimbursement Policy in Airbase:

• Go to Settings > Policies > Reimbursement Policy.
• Click Add Rule.
• Select the type of Rule from the list:
  
  • Required Field Rule.
  • Time Based Rule.
  • Budget Based Rule.
• Add the first parameter based on the type of Rule selected:
  
  • For Required Field Rule, select the field between Receipt, Purpose, Tags, and Notes.
  • For Time Based Rule, state the number of days within which the employee should submit the request in the Reimbursement request should be submitted within field.
  • For Budget Based Rule add the amount the reimbursement request should not exceed. Also, mention the time period of the budget.
• Add relevant Submitted by, Amount, Category, and Tag under When reimbursement request is… section.
• Choose between Warning and Blocking under the Type of action on rule violation section.
• Click Create to confirm the details and create the Rule.

Keep adding as many Rules as needed to finalize your company’s Reimbursement Policy.

To create a Reimbursement Policy Rule for the Marketing team with an $800 monthly budget for employee reimbursements: