Hi!

Sometimes companies outgrow their old spend policies. Other times, the first version you created is not working out for the team. Don't worry! We have got you covered. You can easily delete or edit it from the web platform. Just follow the steps below:

  • Go to your cards menu
  • Select Spend policies
  • Select the spend policy you want to edit or delete
  • Click on the 3 buttons as shown on step 2
  • If you click on edit a pop-up will appear on the right-hand side where you can edit the policy info
  • If you click on delete a pop-up will inform how many cards will be affected by the removal of the policy

More questions? Feel free to ping us on Intercom.

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