Use the steps below to edit or delete expense policies in Spend Management if you are an account owner or admin with full permissions. 

Edit an expense policy

1. Go to Profile & settings.
2. Select Expense policies under Company settings. 
3. Choose the policy you want to edit.
4. Update the expense policy then select Save Changes. 
   Note: Any updates made will begin working at the start of the next month. The changes will apply to all transactions settled in the previous month.
   • Example: If you update a policy on September 15, the changes will apply on October 1 to all transactions from September (even those from before the 15th).

Delete an expense policy

1. Go to Profile & settings.
2. Select Expense policies under Company settings.
3. Choose the policy you wish to delete.
4. Select the Delete policy button.
5. Choose Remove to confirm the deletion of the expense policy.

A popup message will say that the policy has been removed.