Expense policy controls that stop poor submissions
Set expense rules by to reduce incorrect claims and keep expense data clean from the start
Company-wide, team-level, or user-level policies
Restrict categories and tracking options
Require receipts, notes, or attachments
Apply tax rules automatically
Most expense problems start before approval
When employees can choose the wrong category, skip key details, or submit a claim without the evidence finance needs, the problem moves downstream. Managers waste time reviewing incomplete submissions. Finance teams end up correcting coding, chasing receipts, and sending claims back for rework.
Expend helps you enforce expense policy at the point of submission, so claims are cleaner before they ever reach review. You can set policies across the whole business, for a team, or for an individual user, then apply those rules consistently from onboarding onwards.
Give employees the right rules before they submit an expense report
Expend lets you turn an expense policy into something practical, not just documented.
Show employees only the categories they should use, reducing noise and helping prevent miscoded claims. Require the right supporting information before submission, whether that is a receipt, a note, or another attachment. Make tracking groups mandatory, optional, or hidden depending on what finance needs to capture. Apply tax defaults automatically where required, including 0% tax treatment for organisations such as charities.
That means fewer errors at source, less manual correction later, and a simpler submission experience for employees.
Set policy by business, team, or user - and capture cleaner data downstream
Not every employee or team should submit expenses in the same way. Different parts of the business often need different categories, tracking rules, or tax treatment.
With Expend, you can apply expense policies company-wide, by team, or per user, giving finance tighter control where needed without making the process harder for everyone else.
Where expenses need to be recharged to clients, tracking can also support rebillable workflows. For example, rebillable expense data can be passed through to Xero or QuickBooks against the relevant client record, helping teams capture the right information at submission stage rather than reconstructing it later.
The value of expense policy software is a better submission process for everyone involved
Finance teams can reduce avoidable errors before approval begins, managers can review better-quality submissions, and employees can complete claims with less confusion.
That leads to:
✅ fewer claims sent back for correction
✅ less time spent chasing receipts and notes
✅ more consistent coding across the business
✅ cleaner expense data entering approval and accounting workflows
Loved by thousands
See what our customers have to say...
Natalie Johnson
Denise
Catherine
Natalie Johnson
Makes life so easy when trying to coordinate a busy agency's expenses. It's one thing that can come off a very long list - which is hugely appreciated at all levels of the business!
Can expense policies be set by team or user?
Yes. Expend expense policies can be applied company-wide, by team, or by individual user.
Can I require employees to attach receipts?
Yes. You can make receipts, notes, or other attachments mandatory as part of your expense policy setup.
Can expense categories and tracking groups be restricted?
Yes. Both category selection and tracking groups can be limited so employees only see the options relevant to them, which helps reduce incorrect submissions.
How do expense policies work with approval workflows?
Expense policies control what employees can submit and what information is required. Approval workflows take over after submission to route expenses through the right review process.