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.