Two policies for cash and company cards, and with different submission frequencies
I am considering the idea of setting up two policies for A client
- one that is for reimbursable expenses - which would be submitted on a bi-weekly basis
- and one for company card expenses - which would automatically submit weekly.
Can you confirm:
- If we did this, would everyone's primary policy be the reimbursable expenses?
- It was mentioned we could set this up so that team members wouldn't be editing the company card expenses. If we did so, they would still have the ability to categorize and make/download their own expense reports that included company expenses, correct? Their limitation would just be in changing amounts and deleted expenses. Is that correct?