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Your guide to creating rule-based expense policies.

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Guides and ebooks

Your guide to creating rule-based expense policies.

Trusted by finance teams at all stages

Your guide to creating rule-based expense policies.

What you’ll learn.

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All Guides and ebooks

Trusted by finance teams at all stages
Jason Lopez, Controller at Lattice
Bill Losch
Former CFO
,
Okta
With the new tools coming out now, things can be automated more efficiently. And this frees up time for more analysis, more of the fun stuff, moving forward.
Jason Lopez, Controller at Lattice
Bill Losch
Former CFO
,
Okta
With the new tools coming out now, things can be automated more efficiently. And this frees up time for more analysis, more of the fun stuff, moving forward.

What you’ll find in this ebook:

01

Language-based vs. rule-based policies.

Written policies are subject to interpretation and reliable recall by stakeholders; these are burdensome to enforce and track compliance for. A self-enforcing system built on programmed rules gets around such problems.

02

Benefits of shifting to a rule-based system.

Quick approvals, rapid reimbursement, transparency, automatic compliance and more.

03

Building your rules.

The foundation of any rule-based system is defining terms and parameters to provide scaffolding for rules. This section covers the various pieces you should consider, and how they go together, when constructing your rules.

Policy guidance for selecting payment method.

Spend management provides a choice of several different payment types. Help your teams select the best one.

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04

Policies and best practices for different payment methods.

Which payment method is most appropriate for an employee to use? While the answer to this is largely dependent on the situation and company preferences, we examine some determining factors and cover recommended best practices.

Want to learn more about spend management?

Read our Definitive Guide to Spend Management.

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05

Examples of rules constructions for different use cases.

Examples from three common expense policy uses cases set up for a rule-based system: T&E, SaaS subscriptions, and purchases for the home office.

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Learn about the features of a spend management system.

Interested in learning more about spend management?

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