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How to add an expense limit

In LunaHR, it is possible to add an expense limit with its advanced rules and policies feature. You can use this unique feature of the platform to set up some pre-defined rules that suit your company’s policies. Here, you can choose the rule expense limit which means that your employees can not apply for an amount above this threshold. This is a useful feature if your company has a policy limiting the amount an employee can claim for at any one time.

You can use this functionality by following the instructions:

  1. Expenses -> Settings -> Rules and Policies
  2. Click the ‘+’ button on the upper right to add a new rule
  3. Select the rule type Set maximum expense amount limit and set a limit by clicking next
  4. Select if you want this to be applicable to the company or a particular department

Now when an employee applies for an expense above this threshold, they will be met with an error message which will prevent the expense application.