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How do I edit or delete an expense policy in Spend Management?

A business owner or administrator with full access can edit or delete an 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 edit an expense policy using online banking or the U.S. Bank Mobile App

  1. Select the central bill account. Then choose Go to Spend Management.
  2. Select Profile & settings and choose Expense policies. 
  3. Choose the policy you want to edit.
  4. Update the desired fields on the form, then select Save Changes.
    Note: Policy scans run on the 1st of the month, and they apply to all transactions from the month before. 
    Example: If you update an expense policy on September 15, the changes start on October 1. This change applies to all transactions from the full month of September, including transactions from before the 15th.

To delete an expense policy using online banking or the U.S. Bank Mobile App

  1. Select the central bill account. Then choose Go to Spend Management.
  2. Select Profile & settings and choose Expense policies.
  3. Choose the policy you want to delete.
  4. Select Delete policy, then choose Remove to complete the action.