🐬Include your own spending policy

Does your group have specific spending requirements? Is there a maximum reimbursable amount per category? Do larger expenses need prior approval from the team? Would you like to make these expectations clear to everyone submitting an expense?

No problem 😊 Each Collective can define its own expense policy to ensure clarity and transparency.

To set or update your policies, go to: Dashboard → Settings → Policies (See screenshot below.)

Expense Policy

Use this section to provide clear guidance for anyone submitting expenses. Clear policies help prevent delays and misunderstandings. For example, you can specify:

• How expenses should be titled and described

• Which types of expenses are eligible

• What receipts or proof of payment are required

• Maximum reimbursable amounts per category

• Whether larger expenses require prior team approval

• A link to an external document with more detailed guidance

Your policy will appear in the expense submission form, underneath the general expense policy. Submitters will need to confirm that they have read and accepted your policy before completing their submission. Please see the example below.