How to create a custom expense policy in Abacus

Abacus gives you consistent control over your expenses with automated Warning, Blocking, and Routing rules. Whether you already have an expense policy or need to develop one from scratch, our easy-to-use builder lets you create expense rules that read in plain English and always keep your expenses policy-compliant.

Flag and prevent rule violations

The Expense Policy page lets you control which expenses employees are able to submit. Warning Rules detect incoming exceptions and notifies employees to fix their errors before submitting. Every time a submitter chooses to proceed, Abacus flags the expense to draw your attention to it. Blocking Rules prevent exceptions entirely.

With Warning & Blocking rules, Abacus enforces your policy without you lifting a finger.

Send every expense to the right approvers

Approval Routing sends every incoming expense to its proper chain of approvers. Because expenses in Abacus aren’t trapped in expense reports, each one can be analyzed for your pre-set criteria—dollar amount, submitter, custom expense field, etc.—and routed directly where it needs to go.

Approval Routing rules can be set up for any expense criteria in Abacus, ensuring that every expense will show up in front of the person who is supposed to review it.

Want to learn more about building an expense policy for your team?
Check out our blog posts on Warning/Blocking Rules and Approval Routing.
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