🌐 Web | 👤 Admin with Company settings and Policy permissions
If you are an Admin user and you recently set up a new category, expense rule, mileage rate, per diem or tag dimension, you may find that it is not visible for specific users when creating an expense report if those users have been assigned a policy.
To determine whether your company uses policies, go to Admin > Company settings and in the Compliance section, check whether the Enable user-specific policies checkbox is selected. If so, every time you create a new category, expense rule, mileage rate, per diem or tag dimension, you must add it to the policy.
To activate a new category, expense rule, mileage rate, per diem or tag dimension in a specific policy, go to Admin > Policies and select the policy you want to apply your changes to.
A new window opens in which you can activate the new category, expense rule, mileage rate, per diem or tag dimension under the applicable dropdown by selecting the checkbox next to it. Remember to click Save to keep your changes.
Your new category, expense rule, mileage rate, per diem or tag dimension will now be visible to all users that have been assigned to the specific policy.