Deep Dive: How do policy rules and expense limits work with attendee tracking?

Sheena Trepanier

Attendee Tracking allows users to add colleagues to expenses to account for shared spending scenarios, as well as offers a way to document meetings and event attendees for transparency in group spend. 

• Policy rules and expense limits are applied on a per-person basis. If an expense exceeds the limit across all attendees, a violation will be applied to that expense. 

• By adding an attendee to an expense, that expense is subject to the combined limit of the attendees. For example, let’s say the per-person limit on a policy is set to $20. If a policy member incurs a $50 expense and has added an attendee to the expense, it will result in a violation since the amount is over the policy defined per-person limit. However, if the expense is $30, no violation would be applied, as it is under the per-person policy limit. 

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