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Expense Policies provides the administrative interface for configuring expense policy rules, limits, and GL category mappings applied during expense report submission and approval. Route: /fa/settings/expense-policies.
Expense policies admin surface listing policy rules

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Overview

The Expense Policies page is accessible at /fa/settings/expense-policies and requires permission fa.expenses.admin (route level) and fa.expense_policies.view (component level). The component (ExpensePoliciesPage) renders a two-tab interface via ScrollableTabsList:
  • Policies tab: renders ExpensePolicyTable (listing configured policies) and ExpensePolicyEngineRulesSection (rule engine configuration).
  • Mappings tab: renders CategoryMappingTable (GL category-to-account mappings).

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Who it’s for

Requires permission fa.expenses.admin (route guard) and fa.expense_policies.view (component guard).

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Before you start

  • You must have fa.expenses.admin permission.
  • Review existing policies and mappings before making changes to avoid disrupting active expense reports.

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Steps

  1. Navigate to Finance → Settings → Expense Policies (/fa/settings/expense-policies).
  2. On the Policies tab:
    • Review existing policies in ExpensePolicyTable.
    • Configure rule engine settings in ExpensePolicyEngineRulesSection.
  3. On the Mappings tab:
    • Review and update GL category-to-account mappings in CategoryMappingTable.
  4. Save changes as prompted by each section.

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Key concepts

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ExpensePoliciesPage.tsx