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Category limit per group
LauraRedmond
Approved! Accountant Posts: 4 Expensify Newcomer
We would like to set category limitations for groups of people. For example, junior staff have a Meals limit of $50, and executives have a Meals limit of $100.
- Currently we can set category limits (Policy > Categories > Edit rules) for all people on the policy
- And we can create groups of employees (Domain > Groups).
- But we can't seem to set category limits for a group of employees.
One solution would be to manage multiple policies, but that gets too complex, I've tried it. (Especially when managing company cards defaulting to one preferred policy for a Domain).
Comments
Thanks for the idea, @LauraRedmond! It sounds like you have a pretty good grasp of your options as splitting these users out into different policies would be the best workaround for the time being.
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