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How-to: Change a default policy

Christina DobryzynskiChristina Dobryzynski Expensify Success Coach - Admin, Expensify Team Posts: 226 Expensify Team
edited April 2020 in How-to Docs

It's best practice to set a default policy for your Expensify account. This will ensure all reports are submitted to your primary policy.  

You can change your default policy on the web app. To do this, sign-in to your Expensify account on a browser, click on the 'person' icon in the upper left corner of the screen.

Click the policy you'd like to set as the default under 'Use this expenses policy:' Your default policy will have a green checkmark.

Related Articles:

Deep Dive: Policy submission rules, violations, and best practices for setup

• How to: Invite users to your policy manually or in bulk.

Deep Dive: Quickly inviting users to your policy (best practice, philosophy)

Deep Dive: Policy users and roles

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