Check expenses against policy rules

Open Settings, Rules. These rules are checked when a report is submitted, and each tab holds its own kinds:

• General: limit per expense, daily limit per person, receipt required, itemized receipt required, and oldest allowed expense, for every category.
• Field requirements: category, project, description, attendees, tag or tax rate required, or a limit for one category.
• Flag for review: a category or merchant the workspace does not pay for, weekend purchases, a limit per attendee, and an expense dated in the future.
• Card restrictions: company card required.

Each rule says what happens if it is broken. Warn shows on the report. Stop submission keeps the report in draft until it is fixed. For one category, Do not require lifts the general rule. A rule that is off stays in the list and checks nothing.