A business owner or administrator with full access can add a new expense policy at any time. Expense policies help set spending rules for the business. This feature is available for businesses that have Spend Management Pro Plus.

To add a new policy using online banking and the U.S. Bank Mobile App

1. Select the central bill account, then choose Go to Spend Management.
2. Choose Profile & settings then select Expense policies.
3. Select Add Policy.
4. Complete the form.
   1. Enter the policy name.
   2. Provide instructions to the card user.
   3. Set transactions rules.
   4. Set reminders.
   5. Select a department, if applicable.

Example:
Name of policy: Receipts required
Instructions for user: Employees must upload a receipt for transactions over $59.
For transactions more than: $60          If users have not provided: Receipt
Weekly reminders: 1                           Departments: Sales

5. After all reminders are sent, choose one of the following:
   • Turn off cards in violation after 24 hours.
     OR
   • Do not ever turn off cards, take no action.
6. Select Save changes.