Hi!

Excited you are trying this new feature. Here you will learn how to set up and assign spend policies. To create a Spend Policy follow the steps below:

  • Go to the cards menu on your web app
  • Click on Spend Policies under the Payhawk logo
  • Click on the plus button (create new policy)
  • A new window will appear on the right-hand side and you will be able to input: policy name, recurring monthly limit, ATM withdrawals, and approval chain.
  • The approval chain allows you to set automatic approval for the selected amount.
  • Click create policy and you are all set.

More questions? Feel free to ping us on Intercom.

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